Adding a Contact Note

This a walkthrough on how to add a contact note in 1stream.

Updated at July 27th, 2024

Video Warning

The above video uses the 1stream desktop application which has been deprecated. The contents still apply to the 1stream Client Chrome Extension.

 

Adding a Contact Note 

  1. Log into 1stream. 
  2. Pull up the contact in question. 
  3. Click on the person icon. The New Contact Note pop-up will appear.

    ContactNote1
  4. In the Note field, add the text that you wish to have in the note.
  5. In the Type drop-down, select the desired option.
  6. Click the Add button. 

ContactNote2

The contact notes will apply to the contact and appear in 1stream under the Contact Notes section as well as in the connected CRM.