Add Notes to Prospects

Alexandra Tallon author on Overloop CRM 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.

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