Leads & Prospecting

How to Add Tags, Notes, and Activities in Meet Alfred

Track actions and organize your leads and contacts efficiently

Video Transcript

00:00Hi, I'm Alfred. Today I will show you how to add tags, notes, and activities to your leads and contacts.

00:09With Meet Alfred, you can stay updated on all of the different actions it has performed on your LinkedIn connections and leads.

00:16To start off, just choose between your connections or leads page. Once you've made your selection, simply click on any contact's name.

00:25This will bring you to their contact page where you can see every action that Alfred has performed for that specific contact.

00:34But wait, there's more. You can also add important notes and tags to your contacts for better organization and tracking.

00:40To add notes, just head over to the notes tab, jot down your thoughts, and remember to click on save to keep them handy

00:47for future reference. And if you want to assign tags for easy categorization, just go to tags and pick the desired tag.

00:55It's as simple as that. I'm Alfred. I look forward to helping you again.