Notes

Overview

Notes capture the context behind every relationship. Use them for meeting summaries, call logs, research, and anything you need to remember about a contact or company.

Create a note

1. Open the contact you want to document.

2. Open the Notes tab.

3. Click New Note.

4. Add a clear title and detailed content.

5. Save the note.

Edit a note

1. Open the note.

2. Click Edit Note.

3. Update the title or content.

4. Save your changes.

Delete a note

1. Open the note.

2. Click Delete note.

3. Confirm the deletion.

Organize with clear titles

• Use consistent titles like “Discovery Call” or “Quarterly Review.”

• Put outcomes or next steps in the first lines for quick scanning.

Review note history

• Notes stay attached to the contact for fast context.

• Use them to understand past decisions before reaching out again.

Tips

• Add notes right after meetings while details are fresh.

• Keep one note per interaction to avoid long, hard-to-scan entries.

• Link notes to tasks for clear follow-through.

FAQs

Do notes stay if I update the contact? Yes. Notes remain attached to the contact even if their details change.

Can I add notes to companies too? Yes. Notes can be added to company records the same way as contacts.