Hello - I want to confirm: A) Notes are tied to a contact - is that right? B) If I move a contact to a new company the note…

Hi @mpottinger , Happy to clarify. NOTE-type engagements can be associated with any CRM object (contact, company, deal, ticke…

Notes on Contacts that Move to a Different Company

system October 19, 2018, 4:07am 3

Thank you Isaac_Takushi!

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