How to create & edit notes in pdwise

This guide provides step-by-step instructions on how to create and edit notes in pdwise. By following these steps, users can easily add and manage notes for contacts, promoting cross-business transparency and efficient communication.

Step 1: Log in to your pdwise account.

Step 2: Click "Contacts".

Step 3: Select the contact profile on which you would like to add a note.

Step 4: Navigate to the top right hand corner of your screen and next to the tasks tab, click "Notes".

Step 5: Click the "+Add" button.

Step 6: Type your note in the box and click "Save".

BONUS TIP:

If you would like to edit the note you created, you can simply click on the draw icon which is next to the trash icon beneath your newly created note.

REMEMBER:

You can always add multiple notes. This is best practise across all industries and roles to maintain cross-business transparency.