Ask AI
How can I add notes for a prospect?
1 reply
There are two different places in Hub where you can add notes for a prospect: 
  • You can click on 'Quick Note' in the pipeline to add a note for your prospect. 
         or 
  • You can click on your prospect in the pipeline, then click on 'Notes' in the slideover to add a note and then save it by clicking on 'Add note'. 

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