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Add Notes to Prospects

Alexandra Tallon author on Overloop sales automation & cold emailing software blog
Alexandra Tallon Apr 17, 20191 min read

We have great news! You can now add "notes" to prospects from the prospect panel.

And further:

  • The number of notes are displayed next to the prospect's name.
  • The notes are displayed in the prospect's event history.
  • The user can filter the prospect's event history to display only notes.