Action: add a note

Notes can be added manually on a contact card or with an automation rule.

note

To set this action:

[1] The type of action: add a note.

TIP: The note can be of any length.

[2] Note: type a text.

[3] Private: choose this option if the note should be not visible to other users.

If you need more information about the topic mentioned above, please contact us: [email protected] +48 533 600 808

All together. Better.

Leadoo AI, Manago AI and Thulium AI are one seamlessly integrated family.

The #1 conversion platform for turning website visitors into active leads with its conversational marketing tools.

Learn More

Engage, convert and retain your customers with Europe's only AI Customer Data and Engagement Platform built for eCommerce.

Get a demo

Thulium is an omnichannel contact centre system for eCommerce & B2B support that unifies all your customer support.

Learn More