How do I create notes?

Notes can be created in either your Network or Opportunities. Open an individuals Calling Card. On the bottom of the screen you will see the option Notes. Tap and a blank Notes screen will appear. On the upper right hand corner you will see a Pencil icon. Tap the pencil. The Notes form contains a Title and Description area. It also contains a reminder section which is helpful when you have a busy schedule. Once your note is complete tap Save and the note will appear on your Notes screen along with any other notes you have written about other individuals. Only you can see notes that you wrote about other members or opportunities. They are completely private and personal. Make notes about the individual and why you are interested in connecting with them.






Please sign in to leave a comment.
Powered by Zendesk