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
You have the option to relate note to a deal or notify a team member within the note → Save
Note: Any note that you relate to a deal will be displayed directly in the Deal and can be found in the deal summary and Deal history under related note(s).
How to edit a note
How to delete a note
Find the note you want to delete in the contact Activity timeline → 3 dots menu → 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 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.