1. Find the note you want to transfer. Click the "Actions" button and select the "Transfer Note" option.
2. A modal will appear. Select the destination of the note. You can transfer it into another contact and/or event.
Note: The note will be transferred with all tags, tasks, workflows, and files attached. This will be reflected in your connected CRM.
3. Upon transferring, you will now be viewing the new contact to which the note was transferred.