Add To Notes
Last updated
Last updated
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
This action adds a Note to the Contact Record.
You can add a note to the contact record here. This can be used to help other assigned users get a grasp of any information about the contact you'll like to share.
You can also make use of the custom values when adding notes within the workflow.