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Internal Notes enable you to add notes to contacts and companies that remain visible only to internal users with access. These notes can be edited or deleted at any time, allowing you to keep information current. Internal Notes are fully supported by API, Zapier, and Make integrations, facilitating automated workflows and connections with other tools. You can access Internal Notes from the Contextbar on contact and company detail pages, as well as from the Messages app, Files app, Notification Center, and manual setup Embeds when viewing a contact or company channel.

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Creating a note for a contact or company

  1. Navigate to the CRM page.
  2. Click Companies if you want to leave a note for a company, or click Contacts if you want to leave a note for a contact.
  3. Select the company or contact you would like to leave a note for.
  4. In the Contextbar on the right, click the Internal Notes tab.
  5. Click the + button to add a new note.
  6. Enter a title for your note, then add the content. You can use the slash (/) command to apply rich text formatting, add headings, and more.

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Editing or deleting a note for a contact or company

  1. Navigate to the CRM page.
  2. Click Companies if you want to edit or delete a note for a company, or click Contacts if you want to edit or delete a note for a contact.
  3. Select the company or contact whose note you’d like to edit or delete.
  4. In the Contextbar on the right, click the Internal Notes tab, then click on the note you want to edit or delete.
  5. To edit a note, click into the note, make your changes to the title or content, and then click Save.
  6. To delete a note, click into the note, click the ellipsis (…) at the bottom of the note, and click Delete Note.