Create and add notes to contacts
Keep your contacts updated with the latest by adding Notes to them.
In this article:
| Add a note to a contact |
| Edit a CRM note |
| Delete a note from CRM |
How to add a note to a CRM contact
Jump up to Article's Overview ⮝You have the option to relate note to a deal or notify a team member within the note → Save.
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 in your CRM
Jump up to Article's Overview ⮝
How to delete a note
Jump up to Article's Overview ⮝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.
- The maximum size of a file that can be uploaded is 10 MB.