Sometimes you need to jot down a quick note about a particular contact so you can remember it later. Our Accountable allows you to do that.
From the Quick Action button:
If you aren't familiar with the Quick Action button, it is the big "+" button at the bottom left of the screen while in the platform. Click on this button to see all of the available options.
Click on "Note" within the Quick Action button. A modal will appear that will allow you to pick or create a new contact and add a note. Once you are done, click "Save"
Your new note will be added to the contact. You can edit or delete the note here.
If you have any issues adding a note or would like to ask questions regarding notes, please let us know using our Coach-on-Call feature.