How to Create, Edit, and Delete Influencer Notes

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.

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Step 4 Type your note and click Save note.

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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.

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Step 4 In Recent activity select Notes.

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Step 5 Click the pencil icon.

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Step 6 Make changes to the note and click Save note.

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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.

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Step 4 In Recent Activity select Notes.

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Step 5 Click on the X icon.

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Step 6 Click on Yes, delete this note.

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