Updating a client’s Notes

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by Ryan Hallett
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From your 'My Hub' page (please see below)

New Hub.png

 

On the left-hand side of your account, you will see the side menu where you can select 'Contacts'.

New Contacts.png

 

You can then select the client's profile 

New Contact profile.png

Then head to 'Notes' from the list below the client profile picture.

New inside client profile list.png 

 

Here you will be able to edit or update any notes.

Screen_Shot_2019-10-17_at_13.25.44.png

Just remember to click the 'Save Note' button.

Screen_Shot_2019-10-17_at_13.25.58.png

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