Use this article to open the notes panel from the contact list, add a note with a response type, result and contact method, and find it again on the contact profile. Notes record what happened when you spoke to a contact. The example adds a note for Marcus Reed.
How do I open the notes panel for a contact?
To open the notes panel, find ① the contact in the contact list and click ② the eye icon in the NOTE column of that row.
What is in the notes panel?
The left side of the notes panel summarises ① the contact with the same call, text, email and sale icons, tags and lead source as the list. The tabs are ② Note, ③ Tasks, ④ Pipeline, ⑤ Schedule and ⑥ Activity. On the Note tab:
⑦ RESPONSE TYPE (General, Birthday, Miss You, Renewal, Other), ⑧ RESULT (Left Message, No Answer, Answer, Other) and ⑨ CONTACT METHOD (Text, Call, Email, In Person, Other) describe the interaction.
⑩ NOTE is the text of the note.
⑪ Add Note saves the note.
How do I add a note to a contact?
To add a note on the Note tab, pick ① the response type, ② the result and ③ the contact method, type ④ the note text and click ⑤ Add Note.
The note appears in the table below with the date and time, the type badges and ② Hover to read in the NOTE column.
Hover over Hover to read to see ① the full text of the note.
The ⋮ menu at the end of the note row offers Edit and Remove for that note.
Where does the note show up on the contact profile?
On the contact profile, the Recent Notes widget shows the latest note with its date and contact method. If you do not see the widget, add it with Customize (see Customizing the profile overview layout).
