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 + Note → type your note in the 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  →  Notes.


Any note that you relate to a deal will also be found in the deal history under related note(s).

How to edit a note

1
Find the note you want to edit in the contact Activity timeline → 3 dots menuEdit note

2
Make the edits required → Save

How to delete a note

Find the note you want to delete in the contact Activity timeline → 3 dots menubin 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 for contacts you own.
  • You can review the notes activity on the Activity Reporting page to see how many calls were created and edited. See here.
  • The maximum size of a file that can be uploaded is 10 MB.

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