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Tags, Notes, & Activities
Tags, Notes, & Activities

Learn how to stay updated on MeetAlfred's recent activities with your connections and optimize your CRM experience by adding notes and tags.

Jessika Varela avatar
Written by Jessika Varela
Updated over a week ago

With your MeetAlfred account, you can effortlessly track and review the recent activities performed on your connections and leads, including messages exchanged.

Plus you can also utilize its CRM functionality to add tags and notes for better organization.

To access your contact information, simply navigate to 'CRM' > 'Connections' or 'Leads'.

▶️ Want to see how it's done in action? Check out our video tutorial below for a step-by-step guide.



View your Contacts Activities

  1. Choose the profile of the contact you want to review.

  2. The selected contact's page will open, where you can see every action Alfred has taken for that contact.


Add important Notes and Assign Tags to your Contacts

  1. Select a connection and choose the 'Notes' tab.

  2. Enter your notes and save them by clicking 'Save'.

  3. To assign tags, go to the 'Tags' tab, and select the desired tag.


If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊

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