Notes
Notes let your team capture context, preferences, and details on any CRM record.
#What it is
A note is free-form context attached to a lead or CRM record, visible to your team.
#Key capabilities
- Add free-form notes to any record
- Keep team context in one place
- Reference notes during follow-ups
- Build institutional memory on your records
#How to use it
1
Open the record
Go to the lead or CRM record.
2
Add a note
Capture the context or detail.
3
Reference later
Read notes before your next interaction.
Tip
Notes are for context; use activities for interactions and follow-ups for next steps.
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