A note is a free-text entry on a contact’s timeline, such as something you learned on a call. Add one with Add Interaction > Add Note. Notes aren’t available on the Basic plan.
Add a note
- Open Contacts and select the contact.
- Select Add Interaction, then Add Note.
- Type in the Notes box.
- If your team has tags, pick any you want in Search Tags.
- Select Save.
On the Basic plan, Add Note shows a lock and opens an upgrade pop-up.
The note appears on the timeline as "added a note" with today’s date. Use the Notes tab to see only notes. To change one, open its three-dot menu and choose Edit, where you can also change the date. Choose Delete to remove it.
Notes on the contact record
Separately, the contact form has its own Notes field. That text appears under Notes on the contact’s detail page and is not part of the timeline. Use Edit on the contact to change it.
To record the outcome of a call or meeting, use Log an action instead.