Adding notes to your Contacts

How to save notes to a Contact profile page

In Prezly, you can add notes to your contacts as an easy way to keep a record of your meetings, calls, or follow-up items with your contacts. 

You can also ping other teammates in a note to make sure they don't miss out on important information or tasks related to your contacts.

Adding notes

On a Contact Profile page, create a note and then click on "Add Note" to save.

Mention a teammate in a note 

If you want a teammate to be notified that you have added a note about a contact, you can tag that teammate by keying in the "@" key then selecting their name. Once you click on "Add Note" your teammate will receive an email notification letting them know that you mentioned them.

Pinning a note on the contact profile page

Simply click on "Pin this note." This means that the note will remain at the top of the profile page as the first property about that contact.