đ This feature requires the paid CRM Add-on.
Notes are a simple way to capture important details on a Contact, Company, or Deal. Theyâre automatically organized alongside your other activity, so you never lose track of key information.
Adding a Note
Navigate to any Contact, Company, or Deal page.
Enter your note in the text field.
Click Save.
Once saved, your note will appear in:
The All Activity timeline
The dedicated Notes section
This makes it easy to quickly review all notes related to a customer or job.
Editing Notes
Hover over the note youâd like to update.
Click the pencil icon.
Make your changes and save.
Note Version History
Each note keeps a record of changes, so you always know whatâs been updated.
Click the dropdown arrow next to âLast updatedâ to view the full version history of that note.
Deleting a Note
Hover over the note you would like to delete.
Click the trash can icon and confirm.
đĄ Pro tip: Use Notes for internal communicationâsince theyâre not visible to customers, theyâre perfect for adding context, reminders, or job-specific details your team should know.