The Activities tab of the contact profile page stores all Notes, Tasks, and Meetings associated with the contact.
Admins can use the Action button located on the top right of a contact’s profile page to perform the following:
- Add Note: Notes are stored in the Activities tab as well as the Notes tab on the contact’s profile page. To learn more about how to create a note, click here.
- Add Task: To add a task that is associated with this contact, select “Create Task”. Enter the details, then select “Save.”
- “Meeting”: To add a meeting with the contact, select “Meeting.” Enter the meeting information, then click “Save.”
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