The Notes tab lets you record additional information for each contact, which is useful when keeping track of conversations with customers and new leads. Notes can hold as much detail as you need. Here's how to create one.
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 is where the note's content goes. You can format your text as normal in this section.
- Color: Select a sticky note colour to personalise 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 the note is relevant to them.
Once you're happy with your note, click Save in the bottom-right corner.
All notes will appear in the notes section of the contact card, organised by creation date.
That's all there is to it. You can now easily add extra detail to your contacts, making it simple to follow through on promises and keep track of important information.