You can transfer/move notes to and from one meeting, quick notes, or contact to another. Notes can be transferred one at a time. Transferring a note will remove it from the initial spot and add it to the second. It is different from copying a note.
To transfer a note:
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 to 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.
