Smart notes appear when the current contact matches a pre-designed condition such as "Email address is blank or "Opportunity is greater than $10,000"
Smart Notes uses ACT's advanced CONTACT QUERY builder to create the conditions it searches on.
To add a new condition please click on the NEW CONDITION button and follow these steps:
1) Enter your condition on the four drop downs
2) Click "ADD TO LIST"
3) Click on the OK button and when prompted to SAVE click YES.
4) Give the condition a name like "Contact email is blank"
5) When ACT asks you to "Replace Lookup" click OK
Now the new condition "Contact email is blank" will be in the conditions list. Place a check mark next to its name to use this condition for this Smart Note.
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