CRMUpdated
Notes on a record
Write notes on a contact, company or deal so your team can read them, pin the important ones, and find every note again on the Notes page.
A note on a record stays with that client. Use notes for what you learned on a call, what the client asked for, or anything the next person needs to know.
Things to know
- A note shows on the record's Notes tab, in the Notes section of its Overview, and in its Activity.
- Every note in the workspace is also listed under Notes in the left rail.
- Pinned notes come first on the Notes tab. The rest are newest first.
- A deleted note goes to Trash, where you can restore it for 30 days.
Write a note
- Open the record's full page and click the Notes tab.
- Click Create note.
- Type your note in the New note panel.
- Click Add note, or press ⌘↩ (Ctrl+Enter on Windows).
You can also:
- Click + on the Notes section of the record's Overview, in the side panel or on the full page.
- Click the Note button above the Activity tab's timeline, type, and click Add note.
Pin or delete a note
On the Notes tab, each note is a card.
- To pin it, click Pin on the card. Click Unpin to undo it.
- To delete it, click Note actions (the ⋯ icon) on the card, then Delete.