Use Notes on Contacts, Opportunities, and Companies

Notes are where your team keeps the internal context that doesn't belong anywhere else — a call summary, a payment confirmation, a reminder about what a customer cares about.

Where notes live

• On a contact — notes tied directly to that person, for anything specific to them individually.
• On an opportunity — shows notes from the primary contact by default, with a filter to also pull in notes from other contacts connected to that same deal.
• On a company — aggregates notes across every contact associated with that business.

Adding a note

1. Open a Contact, Opportunity, or Company record.
2. Go to the Notes tab.
3. Click + Add Note.
4. Enter a title and description.
5. Pick a color label to help categorize it visually.
6. Attach a file if needed.
7. Click Save.

Finding notes later

• Use the search bar to search by keyword.
• Use the sort icon to arrange notes oldest-first or newest-first.

Privacy

Notes are strictly internal — customers can never see them, whether through their client portal, in emails, or in any other external communication.