Make a Note
Create a note for a contact using field data to populate the note body.
Available for:
- Keap
How It Works
![](https://d60ayi9p2ljnr.cloudfront.net/cms/website/tool_marketing_content/1554840580-10-Copy of upsell3.png)
Create the subject
Decide what you'd like the note subject to be.
![](https://d60ayi9p2ljnr.cloudfront.net/cms/website/tool_marketing_content/1554840653-10-Copy of upsell3-2.png)
Define beginning text
Choose what text you'd like included in the beginning of the note.
![](https://d60ayi9p2ljnr.cloudfront.net/cms/website/tool_marketing_content/1554840745-10-Copy of upsell3-4.png)
Choose field data
Choose which fields you'd like to use to populate the note body, and choose if you would like to clear the field after creating the note.