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How do I manage notes for my contacts?
Add notes to contacts to remember key information about your relationship.
To add or edit notes for each contact, login to your Zeller Dashboard:
- Click on Contacts.
- Select the contact you would like to view.
- Select Edit next to the Notes section.
- Type a new note or update the existing information.
- Click Save.
Notes will be immediately added to your contact's profile to view. There is a limit of 1,000 characters for each note.
If you experience any issues with managing notes for your contacts, please get in touch with our Support team.