How to Add a Note in a Contact Record in B2B Hub

This guide provides a concise step-by-step tutorial on how to easily add notes to contact records in B2B Hub. Learn how to keep track of crucial information, such as meeting details or important insights about your contacts, to enhance your customer relationship management and stay organized.

Step 1: Access the Contact Record

• Log in to your B2B Hub account.

  

• Navigate to the contact whose record you want to add a note to using Search or Leads.

  

Step 2: Access the Record Detail Screen

• Once you're on the contact's page, you should see the record detail screen. This is where you can view and edit the contact's information.

  

Step 3: Add a Note

• In the record detail screen, look for the top-right-hand side of the interface. There should be a blue "Actions" dropdown menu.

  

Step 4: Select "Add a Note"

• Click on the "Actions" dropdown menu. From the dropdown menu, select "Add a Note." This will open a new note creation window.

  

Step 5: Choose Note Type

• In the note creation window, you can select the type of note you want to add. In the provided transcript, "meeting" was chosen as the note type.

  

Step 6: Enter Note Details

• Enter the details of your note. This can include information about the meeting or any other relevant information you want to remember about the contact.

  

Step 7: Save the Note

• Once you've entered the note details, click the "Add New Note" Button.

  

Step 8: Locate the Note

• To access the note you've just added, go to the contact's record.
• Click on the "Overview" tab, if you're not already on it.

• Then, look for an "Activity" section. Your newly added note should appear there, along with the date and time it was added.

  

That's it! You've successfully added a note to a contact record in B2B Hub. This feature can be particularly useful for keeping track of important information and interactions with your contacts.