Add notes to a deal or contact 📨
Mereana Sheehan_40
Member Posts: 32 VERIFIED MEMBER
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I would like to add a note from an old customer interaction to an existing deal, but I would like to insert it at a time in the past so that it is in chronological order. Â Is it possible to add a note and specify the date?
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Kevin Russo said:
I would like to add a note from an old customer interaction to an existing deal, but I would like to insert it at a time in the past so that it is in chronological order. Â Is it possible to add a note and specify the date?
Hi @Kevin Russo unfortunately it's not possible to do this. The date stamp is from the date it gets added. You can manually write the date on top of the note though.
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