Learn how to add, edit, and remove notes from within an influencer's profile. Notes can be used to leave yourself reminders or key points about the particular influencer.
Step 1 Click Contacts and select Prospects or My Influencers.
Step 2 Search for the influencer.
Step 3 Click Manage to enter the influencer's profile.
Step 4 Type your note and click Save note.
How to Edit Notes
Step 1 Click Contacts and select Prospects or My Influencers.
Step 2 Search for the influencer.
Step 3 Click Manage to enter the influencer's profile.
Step 4 In Recent activity select Notes.
Step 5 Click the pencil icon.
Step 6 Make changes to the note and click Save note.
How to Delete Notes
Step 1 Click Contacts and select Prospects or My Influencers.
Step 2 Search for the influencer.
Step 3 Click Manage to enter the influencer's profile.
Step 4 In Recent Activity select Notes.
Step 5 Click on the X icon.
Step 6 Click on Yes, delete this note.
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