How Do I Add a Note to a Contact?

Add a note

1. Open the contact timeline

   Open the contact record, then locate the activity composer at the top of the timeline. It includes actions for a note, voice, text, email, and call activity.

   

2. Open the note composer

   Select the note area to open the full editor.

3. Write and add the note

   Enter your internal note. You can use a note template, attach a file, or type @ followed by a name to notify someone. When the note is ready, select Add note to save it to the contact timeline.

   

Tip

Notes are for your team’s contact history. Use the text, email, or call actions in the same composer when you need to communicate through those channels instead.

Related guides

• Use a contact timeline
• Work with contact tasks, notes, and files