Add A Note To A Contact In Infusionsoft Sync For Outlook

Introduction

Follow the instructions below to add a Note to Contact in Infusionsoft Sync for Outlook

 

Step-by-Step Instructions

  1. Click the Plus sign to the right of "All Notes & Completed Items" to create a new note.

  2. Fill in the fields

     

  3. Select the Action Type

     

  4. Click the Add to Infusionsoft button.