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Sales & Success

Adding a note to a contact record

Table of Contents
Author
Created with Tango by:
Colby Morgan
i
Last Updated:
July 24, 2026
Software
Use case
Sales & Success

1. Click on Notes

Click on Notes

2. Click on "Create Note" in feed

Click on "Create Note" in feed

3. Click on Start typing to leave a note...…

Click on Start typing to leave a note...…

4. Type something! "This is me! At my old company"

Type something! "This is me! At my old company"

5. Click on Save note

Click on Save note

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