Adding a note into Uptics can be done from inside any Contact Details Popout by following the steps listed in the screenshot below.
Notes are useful for logging any internal notes, regarding a prospect, that you may want to refer to in the future.
Adding a note into Uptics can be done from inside any Contact Details Popout by following the steps listed in the screenshot below.
Notes are useful for logging any internal notes, regarding a prospect, that you may want to refer to in the future.