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Help Center › How to share notes with Zoho
How to share notes with Zoho
After you share a call with Zoho, you can share notes into Zoho as seen in the image below.
Sharing notes with Zoho:
- Share call with Zoho
- Wait until you see text changes from 'Sharing with Zoho..' to 'Shared with Zoho..'
- Add comments into the 'share' section
- These will appear as 'notes' in Zoho CRM