video1.0<iframe src="https://www.loom.com/embed/d8f769306f5f408ab9faf7762bbd0383" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d8f769306f5f408ab9faf7762bbd0383-1d4c0c22240f32a8.gif48.134In this video, I walk you through the process of adding notes for a client in their profile. Simply click on the client, navigate to the bottom where you'll find the client timeline, and select the option to add notes. You can input any relevant information and then make sure to click the save button to keep your notes. Once saved, you'll see your notes reflected in the timeline. Please make sure to utilize this feature to keep track of important client details!