Add A Note To A Contact In Infusionsoft Sync For Outlook


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.