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.
2. Choose a contact from the list to proceed.
3. Now, click on the task notes icon to view details.
4. Then, press 'Add' to create a new entry.
5. Next, enter your notes in the provided text area.
6. Afterward, make sure to click 'Save' to store your notes.
7. Then, click the pencil icon if you need to edit your notes.
8. Finally, click here to delete any unwanted notes.
