Adding Persistent Notes to Profiles

This document provides instructions on how to capture and store persistent notes for a prospect or member. These notes remain consistent across changes in status or activity, ensuring continuity of information.

Step 1

To capture and store persistent notes for a prospect or member, navigate to their profile. Locate the pin note section and select "Add a new note." Enter the desired note in the provided area.

Step 2

The notes section maintains its persistence, irrespective of any changes in activity or status. Thus, the notes will remain unchanged even if the prospect transitions to a trial or becomes a member.

Updated on: 06/12/2025