Remember, in order to PUBLISH workflows, it is crucial to set both a workflow trigger and a workflow action. Without these two, the workflow can only be saved and not published.
1. Click "Marketing"
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2. Click "workflows"
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3. Click "Create Workflow"
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4. Click "Continue"
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5. Click "Add your first action"
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6. Select "Add to notes"
This particular action appends a Note to the Contact Record.
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7. Click "custom values"
Utilizing custom values is another possibility when incorporating notes within the workflow.
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8. Input "Notes"
A note can be included in the contact record at this point. This feature aids other assigned users in understanding any particulars regarding the contact that you wish to convey.
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9. Click "Save action"
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10. "Note" is added
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