Action: Add Note

This action will add a note. This action is specifically for Contacts.

Drag the  Add Note action from the right-hand side to the list of steps in the funnel. Place it anywhere after the benchmark.

Select the Add Note action, you will be presented with an editor that allows you to select the Type, Bold, Italic, Bulletd Lised, Numbered List, Blockquote, Align left, Align centered, Align right, Link, Toolbar Toggle, Add Media, Replacements.

Type:

• Paragraph
• Heading 1
• Heading 2
• Heading 3
• Heading 4
• Heading 5
• Heading 6
• Preformatted 
  

Toolbar Toggle:

• Strikethrough
• Horizontal line
• Text color
• Paste as text
• Clear formatting
• Special Character
• Decrease indent
• Increase indent
• Undo
• Redo
• Keyboard shortcuts

Make sure to hit save after completing the settings. 

This note will appear in the Contact's Note tab, indicating it was added by a funnel and when it was added.