Vault CRM: 03. Recording Notes & Setting Reminders - Video

Learn how to record contact notes and set reminders.

In this video, we'll demonstrate how to record notes and set reminders against a contact.

At the end of this video, you will be able to:

- Understand how to record a note for a contact
- Establish reminders associated with contact notes for upcoming follow-up actions

In this video, we'll demonstrate how to record notes and set reminders against a contact.

At the end of this video, you will be able to:

- Understand how to record a note for a contact
- Establish reminders associated with contact notes for upcoming follow-up actions