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

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.

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

Find the note you want to edit in the contact Activity timeline → click on the pencil icon.

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.

How to add a Note to a contact