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How do I add a note to a conversation?
How do I add a note to a conversation?
C
Written by Cheryle Hadley
Updated over a week ago

If you need to add a note for context or future reference to a conversation, we make it very easy. In the Conversations tab, you will want to select on the relevant conversation. Then select "+ Note"

You also have the option to resolve a conversation via the "Note" window if you are in a Pro level account:

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