Keeping track of important details about your contacts is essential for building solid relationships. Revwit makes it easy to create notes and link them directly to contact records for quick reference. Here’s how:
Access the Contact Record
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Navigate to the Person section from the sidebar menu.
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Select the contact to whom you want to add a note by clicking on their name.
Click the Notes Tab
- On the person details page, locate the Notes tab.
Add a New Note
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Click the Add Note button.
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Include details like meeting descriptions, follow-up reminders, or personal insights in your note.
Link the Note Automatically:
- When you save it, the note will automatically link to the selected contact’s record.
Edit or Update Notes:
- Need to make changes? Click on an existing note to edit, update, or add more details.
Search and View Notes:
- All notes linked to the contact are stored in the Notes tab, making it easy to find and review them whenever needed.
By linking notes directly to contact records, you’ll always have context at your fingertips, enabling more personalised interactions and better relationship management.