Add Tasks, Notes, and Files to a Contact
Add a task
Section titled “Add a task”Open a contact and find its Tasks card, or select Quick actions → Task. Complete the task form and save it. The Tasks card shows both tasks attached directly to the contact and tasks attached to deals that include the contact.
Add a note
Section titled “Add a note”Select Quick actions → Note, or use the activity composer on the contact record. Write the note, attach files when needed, and save it through the displayed action. The same composer can show voice note, text, email, and call actions when those are available for the contact and your workspace.
Upload and manage files
Section titled “Upload and manage files”Open Files & Photos on the contact record and select Upload photos or files, or choose Quick actions → File or link. The upload dialog accepts images, documents, audio, video, presentations, text, and spreadsheets up to 300 MB. You can also add an external document link by entering a file name and URL.
After upload, use the controls shown on an individual file to rename or remove it when needed.