Add A Note To A Contact In Infusionsoft Sync For Outlook

08/06/2019 10:36 pm MST
  1. Click + (plus) to the right of All Notes & Completed Items to create a new note.

  2. Fill in the fields

  3. Select the Action Type
     
  4. Click the Add to Infusionsoft button.

Related Articles

Was this article helpful?
Thank you for your feedback!