Action: add a note

Notes can be added manually on a contact card or with an automation rule.

note

To set this action:

[1] The type of action: add a note.

TIP: The note can be of any length.

[2] Note: type a text.

[3] Private: choose this option if the note should be not visible to other users.

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SALESmanago - AI Customer Data Platform with Omnichannel Execution
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