Add Notes to Deals and Records

Add a note#

Every record has a Notes card on its Overview tab. Open a deal (or any record), find Notes, and click "Add a note…".

The Notes card with the note editor on a deal

Give the note a Title and write the body as rich text (with @mentions) or switch it to a checklist.
Attach files with the paperclip (up to 10 MB each).
Tick Pin this note to keep it at the top, then click Save.

Edit or delete#

Click a saved note to edit it inline — changes autosave. Each note is stamped with who wrote it and when. Use the trash icon to delete (you will be asked to confirm).

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On a contact, the Notes card has two tabs — Notes and All Related Notes — so you can see notes from every record linked to that person. See The Related Notes View in the Contacts collection.

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