Make a Note

Create a note for a contact using field data to populate the note body.

Available for:

  • Infusionsoft

How It Works

Create the subject

Decide what you'd like the note subject to be.

Define beginning text

Choose what text you'd like included in the beginning of the note.

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.

How Can We Help You?

Excellent collection of features! I made a list of things that I found missing in Infusionsoft as I was starting to work with it and thought I would have to either wait for a long time until they get implemented or buy a number of different tools and spend plenty of money. Well, PlusThis had every feature that I needed. Some were just tiny little things, such as being able to calculate dates, but all were absolutely necessary to get my campaigns done the way I wanted. Thanks guys!

- Markus Bohunovsky

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