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 of your interactions with a contact, company, or deal.

Add a note

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

Go to:
- Sales CRM > Deals to add a note to a deal's history.
- Sales CRM > 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 Add a 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 Kanban view:

Go to Sales CRM > Deals. Make sure you're on the Kanban view .
Click the icon 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:
- Sales CRM > Deals to find a note in a deal's history.
- Sales CRM > 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:
1. From a contact's history, go to the CRM & Conversations tab.
2. From a company or deal's history, click the All activities filter and select Notes.
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.