Salesgenie allows you to add notes, tasks directly to records. This makes it easy to track your interactions, set reminders, and assign tasks to team members.

Steps to add notes or tasks

1. Open the Saved List containing the record you want to update.
2. Click on the specific record.
3. Select the Notes/Tasks option.
4. To add a note: Type your entry under the “Add Note” section.
5. To schedule a task: Enter a date and time to set a reminder.
6. To assign a task: Use the Assign-to field to delegate the task to another user on your account.

Note: Tasks/Notes are saved at the account level so other users (if using Salesgenie Pro or Team) may also see them.