A note can be added manually directly on a contact card or by means of Action: add note in Workflow after a specific event occurs. A note has an unlimited number of characters.
>>See more information about contact card
>>See more information about notes assigned to a contact
Go to AUTOMATION PROCESSES => WORKFLOW
From the list of the elements in Workflow choose Action => Add note
Next, you need to go to the settings of the action:
[Note]: type here in the text of the note, which will be assigned directly to the contact card if the contact meets the condition in the process.
[Private]: after you tick the checkbox, the note will not be visible only to other users.
Once you’re done, click Save changes to continue.
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