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How to Post Comment or Record Notes for any Contact?

Watch the steps. (00:51 Secs)

Or, follow the steps below:

  1. Logon to LegalXGen
  2. Go to Manage >> Contacts
  3. Search for any Contact on which you wish to post Notes/ Comments.
  4. Click on the Contact Name to View the details.
  5. On Contact Dashboard you’ll see a tab ‘Notes’ Click on it.
  6. Write the comment that you wish to post and hit on enter button.