The Notes tab allows you to record additional information for each contact, which can be a valuable tool when interacting with customers and new leads. These notes can contain as much information as needed. Let’s learn how to create them.

Accessing Notes From Contacts #

Inside the Smart Lists tab of the Contacts section, select the contact you want to add the note to. Click the pencil icon to open the notes section.

Accessing Notes From Conversations #

Click the pencil icon to open the notes section.

Creating A Note #

Click + Add or, if this is your first note, click Add note to open the builder.

When creating a note, the fields available to you are:

• Title: To clearly identify your note.
• Note description: This section is where the note’s content belongs. You can format your text as normal in this section.
• Color: Select a sticky note color to personalize your note.
• Attachments: If you need to add any files, such as an image or PDF, do it in this section.
• Associated Objects: By default, the note is associated with the contact, but you can add other objects, such as an Opportunity, if this note is relevant to them.

Once satisfied with your note, click Save in the bottom-right corner.

All notes will show in the notes section of the contact card, organized by creation date.

And there you have it, now you can easily add extra information to your contacts, making it easy to fulfil customer promises and remember details.

Frequently Asked Questions #

Where do I add a note to a contact? #

Open the contact from the Smart Lists tab in Contacts (or from Conversations), then click the pencil icon to open the notes section.

How do I create a new note? #

Click + Add, or click Add note if it is your first note, to open the note builder.

What fields are available when creating a note? #

You can set a Title, Note description, Color, Attachments, and Associated Objects.

Can I attach files to a note? #

Yes. Use the Attachments field to add files such as images or PDFs to your note.

Can a note be linked to something other than the contact? #

Yes. By default the note is associated with the contact, but you can add other objects such as an Opportunity.

How are notes organized on the contact card? #

All notes appear in the notes section of the contact card, organized by creation date.