How to Manage a Note for Connection
You will be able to add a note for your connection by finding that specific connection and then clicking on the Note icon on the left side of the screen.
Once you click on the Note option, a sidebar will appear presenting the Note box where you will be able to enter the note you wish. The max number of characters per Note is 400.
You will always be presented with the info on the time the note was created.
If you wish to edit a Note, you just need to click on the more menu and then Edit Note option for the note you wish to modify. The Note text will appear in the Input Field and you will be able to amend it.
It will also be possible to delete a Note by clicking on the Delete Note option in the more menu.
In case there is a Note added for the connection, the Note icon will turn purple so it will be clear in the list of Connections which one actually have a note.
You can add multiple notes for each connection.
If you want to see a list of all the notes you created to date, navigate to the Notes tab in the main menu.
You can edit or delete individual notes from this overview by clicking on the ... button next to the individual note, or use filters to find the specific notes.
Thanks,
Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.
Once you click on the Note option, a sidebar will appear presenting the Note box where you will be able to enter the note you wish. The max number of characters per Note is 400.
You will always be presented with the info on the time the note was created.
If you wish to edit a Note, you just need to click on the more menu and then Edit Note option for the note you wish to modify. The Note text will appear in the Input Field and you will be able to amend it.
It will also be possible to delete a Note by clicking on the Delete Note option in the more menu.
In case there is a Note added for the connection, the Note icon will turn purple so it will be clear in the list of Connections which one actually have a note.
You can add multiple notes for each connection.
If you want to see a list of all the notes you created to date, navigate to the Notes tab in the main menu.
You can edit or delete individual notes from this overview by clicking on the ... button next to the individual note, or use filters to find the specific notes.
Thanks,
Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.
Updated on: 19/09/2024
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