How to Add Notes to a Record

How to Add Notes to a Record

Notes let you capture information that does not fit neatly into a field — meeting takeaways, customer preferences, internal observations, or anything worth remembering about a contact, company, or deal.

Adding a Note

1. Open any record (contact, company, opportunity, or any entity)
2. Scroll to the Activity Timeline or Notes section
3. Click Add Note
4. Type your note in the text editor
   • Use formatting (bold, lists, links) to keep notes organized
5. Click Save

The note appears in the record’s timeline with your name and the timestamp.

What to Use Notes For

• Meeting summaries — “Met at trade show. Interested in enterprise plan. Follow up next week.”
• Customer preferences — “Prefers email over phone. Decision-maker is the COO.”
• Internal context — “They tried a competitor last year and switched back. Price-sensitive.”
• Action items — Quick reminders that do not need a formal task

Notes vs. Activities

	Notes	Activities
Purpose	Capture information	Record an action taken
Has a date/time	Timestamp only	Scheduled date and duration
Has a type	No	Yes (call, meeting, email, task)
Use when	You want to write something down	You made a call, had a meeting, or sent an email

Use notes for context and observations. Use activities for structured interactions.

Finding Notes Later

Notes are part of the record’s timeline, so they appear whenever you open the record. You can also:

• Filter the timeline by type to show only notes
• Search across notes using quick search
• Check the audit log to see when notes were added or modified

Tips

• Keep notes concise — A few sentences are better than a wall of text
• Highlight next steps — If the note includes an action, bold it or create a follow-up task
• One note per topic — Multiple short notes are easier to scan than one long one

Next Steps

• Log a Phone Call or Meeting
• Track Interactions
• What Is a Sales Activity?