CRM Action: Utilizing the 'Add to Notes'

To publish workflows, it's essential to configure both a workflow trigger and a workflow action. Without both components, the workflow can only be saved, not published.

1. Click on "Automation".

2. Click on "Create Workflow".

3. Click on "Start from Scratch".

4. Add your desired action for your workflow.

5. Select "Add to notes".

This action appends a note to the contact record.

6. Input "Action Name".

7. "Note"

At this stage, you can include a note in the contact record. This feature helps other users understand any relevant details about the contact that you want to share.

8. 'Custom Values'

You can use custom values when adding notes within the workflow.

9. 'Trigger Links'

10. 'Undo' & 'Redo'

11. As the final step, click on "Save Action".