Contact Notes

Recording notes about your contact can be useful in communicating across your team and remembering your contact needs or wants. For example, you may want to note if your contact is interested in a certain product, or if a follow-up is needed. It is important to note that these notes are internal only – so the contact won’t be able to see what you write.

To get started, head to the contacts or conversations page and select the contact for which you would like to create a note.

To create a note, add text to the input or select a picture, then click "Add Note"

With contact notes, you can also mention a team member to alert them to the contact note. To do this start typing the "@" symbol. A list of users will be displayed and click the one you would like to mention.

Once you select a user, finish your note and click add a note. The user will get notified.