CRM Notes: Full Integration Across All Records

Notes are now fully integrated into your CRM. You can add notes to people and companies – and they automatically appear on all connected pages.

What's new

• Notes can now be added directly to people and company records
• Notes you create for an appointment automatically appear on the related contact as well
• All notes are in one central location – whether you create them on the appointment or contact

Why this matters

You no longer need to maintain important conversation notes in multiple places or jump between different pages. Everything about a contact is immediately available – from the first call to the last meeting.

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