Notes are for capturing anything important about a lead or deal that doesn't fit neatly into a form field. A key thing a prospect mentioned on a call, something to remember before the next meeting, internal context for your team, or anything worth writing down.
The Notes View
Click on Notes in the sidebar to see all notes across your CRM in one place, shown as cards. Each card shows the title, content, who wrote it, and when. You can filter and search to find what you need.
The Notes View
Every note is also linked back to the lead or deal it belongs to, so you can jump straight to the record from here.
Inside a Note - linked to a Lead / Deal
Notes inside a Lead or Deal
Each lead and deal has its own Notes tab. Notes created here are tied to that specific record. They won't show up on other leads or deals. To add one, go to the Notes tab and hit + New Note. Give it a title and write whatever you need.
Notes tab inside a Lead / Deal
You can edit a note anytime by clicking on it.
Creating a Note from the Activity tab
You can also create a note directly from the Activity tab inside a lead or deal using the + New button. It'll show up in the Notes tab and in the activity feed.