It's important to keep Notes about Contacts and Companies to remember important details—like who you last met with, what you discussed, and what you want to discuss in the future.
Notes can include anything from details about a contact's personal life (like the names of their kids or partner), to details about their business and how they like to be engaged by your firm. But the sky's the limit—you can add Notes about anything you deem noteworthy!
You can add Notes for both Company and Contact records. All Notes are public and will be viewable by all users in your firm. This helps your firm to leverage collective insights, and foster a culture of collaboration.
Check out the guides below to learn:
1. Click on the Contact record for whom you want to add a Note.
2. Click on the NOTES tab.
3. Click the CREATE NOTE button.
4. Type in the Note you want to save.
5. Manage Note Access
Choose who can see your Note
When creating a Note on a Contact, you can set its access to Firm-wide or Private.
6. Click the SAVE button.
7. Notes visibility.
Firm-wide: The note is visible to everyone at your firm on the Contact record and on the Timeline for the associated Company record.
Private: The note is visible only to you.
Video Walkthrough
1. Click the name of the Company for which you'd like to add a Note.
2. Click the arrow icon to view more sections.
3. Click on Notes
4. Create Note
5. Type and format your Note.
6. Add any Contacts you'd like to associate with the Note (optional).
