Many interactions can take place outside of Visible from direct emails, to in-person meetings, phone calls, LinkedIn messages, and more. Contact Notes provide a way to keep these engagements organized and tracked inside your Visible account.
Step One: Select the Contact that you want to add a Note to.
Click Contacts at the bottom left side of your screen and then select the contact that you want to add a note to.
Step Two: Click the Note tab and then select + New Note.
Choose the Notes tab near the middle of your screen. Then select +New.
Step Three: Add your Note from the side modal. Then click the arrow when finished.
Add your note and then select the arrow to exit the note modal.
Step Four: Add a Tag to organize your contact notes.
Tags help keep your Contact notes organized. You can add a new Tag or use the pre-created tags.
Step Five: Manage your Tags.
To edit, delete, or add multiple tags, navigate to Settings. Then select Note Settings
Let us know if you have any questions!