CRM actions: How to use add to notes

Remember, in order to PUBLISH workflows, it is crucial to set both a workflow trigger and a workflow action. Without these two, the workflow can only be saved and not published.

1. Click "Marketing"

2. Click "workflows"

3. Click "Create Workflow"

4. Click "Continue"

5. Click "Add your first action"

6. Select "Add to notes"

This particular action appends a Note to the Contact Record.

7. Click "custom values"

Utilizing custom values is another possibility when incorporating notes within the workflow.

8. Input "Notes"

A note can be included in the contact record at this point. This feature aids other assigned users in understanding any particulars regarding the contact that you wish to convey.

9. Click "Save action"

10. "Note" is added