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Add a note to a contact, company, or deal's history

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.

Add a note

From a details page From the Deals page (Cards view)

To add a note to a contact, company, or deal history:

  1. Go to:
  2. Click the contact, deal, or company.
  3. Click the pen and sheet icon icon-add-note.png above Note.
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  4. Write your note. You can format, align, and add bullet points to your text.
  5. Click Save note.

The note is automatically added to the contact, company, or deal's history.

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Manage your notes

To find the notes added to a contact, company, or deal history:

  1. Go to:
    • Deals to find a note in a deal's history.
    • Deals > Companies to find a note in a company's history.
    • Contacts to find a file note in a contact's history.
  2. Click the contact, deal, or company.
  3. To filter your notes:
    1. From a contact's history, go to the 1-to-1 Interactions tab.
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    2. From a company or deal's history, click the All activities filter and select Notes.
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  4. If necessary, scroll down the history to find your note.

Then, you can edit or delete the note by clicking:

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  1. Edit to edit the content of the note.
  2. Delete to permanently delete the file from the history.

⏭️ What's next?

🤔 Have a question?

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