Contact Notes

Keeping track of contacts is essential for managing relationships, tracking progress, and ensuring important details are documented. Common use cases for notes include:

• Sales Associates: Track relationships from new leads to purchase orders.

• HR Coordinators: Monitor new hires and ensure they receive all necessary information and complete required documentation.

• Managers: Document ongoing training and conversations with team members.

• Sales Managers: Keep notes on new accounts and track email interactions with clients.

Where to Find Notes

You can access notes for individual contacts within their Contact Profile.

Additionally, you can view all recent note activity—both your own and those added by other admins—by navigating to Contacts > Notes:

Sharing With Admins Or Collaborators

To notify a teammate about a note, use the @ mention feature:

1. When adding a note, type @ followed by the collaborator's name.

2. Select the appropriate team member from the list.

3. The tagged user will receive an email notification about the note and any related follow-up actions.

Additional Information

• Assigning Tasks to Contacts or Team Members

• Track Activity for Groups of Contacts with Boards