A note is a text entry associated with a contact, company, or deal. It is an easy way to provide additional information or to record your interactions with a contact, company, or deal.
If you want to import multiple notes, you can easily import and associate them with existing contacts, companies, or deals from a file. To learn more, check our dedicated article Import notes.
Add a note
To add a note to a contact, company, or deal history:
- Go to:
- Deals to add a note to a deal's history.
- Contacts > Companies to add a note to a company's history.
- Contacts to add a note to a contact's history.
- Click the contact, deal, or company.
- Click the pen and sheet icon
above Note.
- Write your note. You can format, align, and add bullet points to your text.
- Click Save note.
To add a note to a deal from the Cards view:
- Go to Deals. Make sure you're on the Cards view
.
- Click the three-dot icon
or Choose action on a deal card.
- Select Add a note.
- Write your note. You can format, align, and add bullet points to your text.
- Click Save note.
The note is automatically added to the contact, company, or deal's history.
Manage your notes
To find the notes added to a contact, company, or deal history:
- Go to:
- Deals to find a note in a deal's history.
- Contacts > Companies to find a note in a company's history.
- Contacts to find a file note in a contact's history.
- Click the contact, deal, or company.
- To filter your notes:
- From a contact's history, go to the 1-to-1 Interactions tab.
- From a company or deal's history, click the All activities filter and select Notes.
- From a contact's history, go to the 1-to-1 Interactions tab.
- If necessary, scroll down the history to find your note.
Then, you can edit or delete the note by clicking:
-
Edit to edit the content of the note.
- Delete to permanently delete the file from the history.
⏭️ What's next?
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
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