Make a Note
Create a note for a contact using field data to populate the note body.
- Keap or 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.