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Sarbacane Engage: How to add notes to your contacts?
Sarbacane Engage: How to add notes to your contacts?
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This help center is dedicated to the new version of our software: Sarbacane Suite. If you are a user of the previous version, Sarbacane Sunrise, you can find here the help center related to this version of the software. The update of your account to switch to Sarbacane Suite will be proposed to you shortly by our teams.
In the process of managing contacts with Sarbacane Engage, notes allow you to build a valuable history of information about your prospects. This feature helps you keep essential information and share it with your colleagues for effective collaboration.
Creating and Managing Notes
- To begin, navigate to your contact's card by following the steps described in the article "Accessing My Contacts' Cards."
- At the top of the contact card, click on "Create a note" to start the process of creating a new note.
- Provide a title and a description for your note to record relevant information. This step allows you to capture important details about your interactions with the contact.
- Once the details are added, click on "Validate" to save the note in the system.
Your note will now be integrated into the contact's activity log. It will be accessible to all users of your Sarbacane Engage instance, thus offering increased visibility into the history of interactions with the prospect.
The note-creating functionality in Sarbacane Engage is an essential tool for building a rich and organized history of key information about your prospects.
Do you need help using Sarbacane?Do you need help using Sarbacane?
Our team answers all your questions by phone on +1 64 686 725 37 from Monday to Friday, 9am to 12pm and 3pm to 6pm.
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