Take advantage of the notes feature to jot down important details about each contact, such as shared interests, past conversations, or key milestones. This personalization allows you to create meaningful connections and easily recall vital information during your interactions.
Here's a video tutorial that goes over the entire process:
Like other networking features on Careerflow.AI, you can easily manage your notes by accessing them from multiple locations within the platform. you can quickly navigate to your notes for each contact. If you're looking for specific functionality or have questions, check out the quick links below for more details!
Directly via the Web Application
Adding Notes to Networking Contacts via the Contacts Tab
Step 1: Contacts Tab
Go to the contact list, by clicking on the "Contacts" Tab located on the left part fo your account.
Step 2: Locate the Contact
Find the contact you want to customize using the search function or by browsing your contacts list.
Step 3: Locate the Add Notes Tab
Find the "Notes" tab in the contact's detail view for quick access.
Step 5: Input Details
Enter relevant information about the contact, such as personal insights or discussion topics, keeping it clear and concise.
Step 6: Click Save and All Set
Click "Save" to record your notes. You’ll see a confirmation message, and your notes will be securely stored for future reference.
Editing Contact Notes via the Web Application
Click the Edit Icon: On the notes page, find the pencil icon next to the notes you wish to modify.
Customize and Save: Click the pencil icon and make the necessary changes to your notes. After editing, click the "Save" button to store your updated notes.
Deleting Contact Notes via the Web Application
Click the Trash Bin Icon: On the notes page, locate the trash bin icon next to the notes you wish to remove.
Confirm Deletion:A confirmation prompt will appear. Click "Okay" to confirm that you want to delete the notes.
Via the Browser Extension
Step 1: Access Your LinkedIn Account
Ensure your Careerflow.AI Chrome Extension is installed and connected to your account. Refer to the Help Center article for assistance if needed.
Step 2: Find the Contact Profile
Navigate to the profile of the contact you wish to add notes for. Click "View Contacts," and a pop-up will appear.
Step 3: Select Notes
Click on the "Notes" option in the pop-up to open the notes section.
Step 4: Input Your Notes
Enter the information you want to save for this contact and click "Save" to store your notes.
Step 5: View Contact in Careerflow.AI
Click on "View Contact," and you will be routed to your Careerflow.AI account.
Step 6: Access Your Notes
Click on "Notes" to view the annotations you have placed for this contact.
Editing Contact Notes via the Browser Extension
Click the Edit Icon: On the notes page, find the pencil icon next to the notes you wish to modify.
Customize and Save: Make the necessary changes to your notes. After editing, click the "Save" button to store your updated notes.
Deleting Contact Notes via the Browser Extension
Click the Trash Bin Icon: On the notes tab, locate the trash bin icon next to the notes you wish to remove.
Confirm Deletion: A confirmation prompt will appear. Click "Okay" to confirm that you want to delete the notes.
💡Utilizing the notes feature effectively enhances your networking capabilities by allowing you to keep track of vital information about your contacts. Whether you choose to add notes via the web application or the Careerflow.AI Chrome Extension, these tools empower you to personalize your interactions and build stronger professional relationships. By consistently documenting insights and details, you’ll be better prepared for meaningful conversations and opportunities in your networking journey.
Frequently Asked Questions (FAQs)
Q: Why should I use the notes feature?
A: The notes feature allows you to record important details about each contact, such as shared interests and past conversations, helping you create meaningful connections.
Q: Will my notes be securely stored?
A: Yes, once you click "Save," your notes are securely stored for future reference.
Q: Can I edit or delete my notes?
A: Yes, you can edit or delete your notes at any time within the notes section of the contact's detail view.