Adding Tags, Dates & Information to Contact Records

Watch this instructional video to learn how to add information to a contact record.

A Step-By-Step:
  1. 1
    Once in the Sales Pipeline click on the contact you’d like to add notes, dates or tags to.
  2. 2
    Click on the Personal Info tab at the top of the screen.
  3. 3
    Dates: Click on the field you’d like to add a date or time to and enter the date/time, then hit save.
  4. 4
    Tags: Scroll to the tags section, start typing the tag you want to add and select the tag from the list that appears.