How to add a Note to a contact

Keep your contacts updated with the latest by adding Notes to them. 

In this article:
How to add a note to a contact
How to edit a note
How to delete a note

How to add a note to a contact

1
Open a contact → click Add Note → type your note in text editor and add files if required.
You have the option to relate note to a deal or notify a team member within the note →  Save.

2
Your notes will be found under your contact Activity timeline. 
Any note that you relate to a deal will also be found in the deal under  related note(s).

How to edit a note

1
Find the note you want to edit in the contact Activity timeline → click on the pencil icon.
2
Make the edits required → Save.

How to delete a note

Find the note you want to delete in the contact Activity timeline → click on the bin icon.

NOTES
  • If a user adds a note to a contact you own, you will receive an automatic email notification. See here how to disable auto-notifications of contacts owned by you.
  • The maximum size of a file that can be uploaded is 10 MB.

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