- Click + (plus) to the right of All Notes & Completed Items to create a new note.
- Fill in the fields
- Select the Action Type
- Click the Add to Infusionsoft button.
|You are viewing the Classic Infusionsoft Help Center. Classic Infusionsoft can be identified by the top navigation menu.|
|If your Infusionsoft looks like the image below, Click Here to switch over to Infusionsoft Help Center.|