Adding Notes to Contacts in Trailmap
Edited
See how to manage your campaign like a pro by updating confirmation statuses in Trailmap.
1. Why Notes Are Useful
Notes help you keep track of important details about a contact, such as:
Questions about the event
Special accommodations
Dietary restrictions (especially for dinner seminars)
2. How to Add a Note
To add a note to a contact:
Click on the contact’s name
Go to the Notes section
Click “Add New Note”
Enter your note
Click Save
3. Viewing Notes
Once saved, your note will appear in the Notes section along with a timestamp showing when it was added.
You’ll also see a timeline of all notes for that contact, making it easy to track updates over time.
4. Reviewing Notes Before an Event
Before your event, you can review notes to:
Confirm accommodations
Check dietary needs
Review any questions or special requests
adding notes