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How to Add Notes to Your Contacts in Pest AI

Boost your contact management efficiency by learning how to add notes to your contacts in Pest AI. This article provides a step-by-step guide on creating and attaching notes to contact profiles, allowing you to document important details, interactions, and follow-up actions. Discover how this feature can help you maintain comprehensive client records, improve communication, and streamline your workflow.

1. Start by clicking 'Contacts' to view your contact list.

1 Click on "Contacts".

2. Choose a contact from the list to proceed.

2 Click on "Sample Business".

3. Now, click on the task notes icon to view details.

3 Next up, click here.

4. Then, press 'Add' to create a new entry.

4 Click on "Add".

5. Next, enter your notes in the provided text area.

5 Next, click here.

6. Afterward, make sure to click 'Save' to store your notes.

6 Click on "Save".

7. Then, click the pencil icon if you need to edit your notes.

7 Now, click here.

8. Finally, click here to delete any unwanted notes.

8 Upload

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How to Add Notes to Your Contacts in Pest AI | Pest AI