Keap Mobile: Contact notes

Our mobile app lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.  

Adding notes in a contact record

• Navigate to Contact
• Tap on the More button
• Tap on Notes
  
• Tap on Add a note
  
• Fill in note
• Tap Done
  

Note activity

• Navigate to Contact
• Once a Note is created for a contact, tap on the Notes Activity card
  
  1. View list of all contact notes
  2. Click + to add additional notes
  3. Tap on a specific note to see the details
     
  4. From details you can edit
     
  5. Edit or delete