1. Open up your contact card in ZipLeads and click on Notes on the right hand side:
2. Click the blue '+add' button to add a new note.
3. Once you hit save the Note will appear like this in ZipLeads. The notes added in ZipLeads will then sync to Exerp as a note on the person's Summary Tab in the 'Person' view.
4. Head into Exerp > Search for the contacts profile and you will see the note is on the person's Summary Tab in the 'Person' view:
Please note there can sometimes be a delay with the sync.
We are also currently working on an integration to have the note as a comment in the CRM view, however currently it will just show on the Person Profile of the contact below summary.