Use Personal Notes to stay in touch with your clients
1. Click on 'Smart Studio' from the top menu bar
![](https://media.screensteps.com/image_assets/assets/001/528/743/original/f58517eb-6fdb-4ff7-b0ee-a1e00b087a6a.png)
2. Click on 'Promote My Business' in the left hand menu
![](https://media.screensteps.com/image_assets/assets/001/528/741/original/8864067c-0b72-4fe6-861a-685da5f031ad.png)
3. In the left hand menu, select a Persona
![](https://media.screensteps.com/image_assets/assets/001/528/739/original/3bef5054-27ff-449e-b19f-545558f7aaf3.png)
4. Click on 'Create New' to begin working on a new piece
You can manage your Personas by using the 'Delete' buton or set a Persona as your default.
![](https://media.screensteps.com/image_assets/assets/001/528/747/original/283b5934-ff9a-4112-9289-f5b8b38c850c.png)
5. Select 'Personal Note' from the list of marketing materials
![](https://media.screensteps.com/image_assets/assets/001/528/737/original/3634c447-b53c-4152-a58d-186749eb73cb.png)
6. Click on 'Choose This Form Factor' to begin editing
![](https://media.screensteps.com/image_assets/assets/001/528/735/original/1166b1ff-5f11-4231-ac0a-dc99f29d07f9.png)
7. Use the drop down menus to filter your choices by Number of Agents and/or Language
![](https://media.screensteps.com/image_assets/assets/001/528/745/original/3b5eda1f-f759-45e3-8d66-7ca7993564d1.png)
8. Click 'Next' in the bottom right hand corner to continue
You can save your work if you want to leave and return to this project at a later time.
![](https://media.screensteps.com/image_assets/assets/000/332/152/original/3f628fe0-5e84-47bd-bac5-9e7b26c110c9.png)
9. Select your distribution method by clicking on the corresponding box
![](https://media.screensteps.com/image_assets/assets/000/332/158/original/685a8f40-881e-4538-bd73-2dcaee411c4f.png)
10. Use these buttons to manage your new project
![](https://media.screensteps.com/image_assets/assets/000/332/156/original/dd13d693-44cb-41a1-baeb-4e42e88d01b5.png)