Creating a Note in the CRM
Overview
Notes let you document interactions, observations, and important details about your contacts and companies. You can create standalone notes or link them to specific records in your CRM to keep everything organized in one place.
Notes support plain text only with an optional title (up to 200 characters) and required content (up to 8,000 characters). They appear in the global Notes view and in activity timelines when linked to records.
How to Create a Note
Step 1: Navigate to Notes
From your dashboard sidebar, click CRM and select Notes.
Step 2: Click "+ Add note"
In the top-right corner, click the green + Add note button to open the creation modal.
Step 3: Add a Title
Type a descriptive title for your note in the Note title field. This helps you quickly identify notes in list views.
Step 4: Add Note Content
In the Note content text area, type the details you want to save. This field is required and can include call summaries, follow-up reminders, or any observations.
The Save button remains disabled until you add at least one character to the note content field. If you see a red error "Note content is required," add text to continue.
Step 5: Link to a Contact or Company (Optional)
Use the searchable dropdown to link your note to a specific contact, company, or deal. Notes can only connect to one record at a time. If you skip this step, the note remains standalone.
If the record you want to link doesn't appear, you may need to create it first. See How to Add a Contact to the CRM or How to Add a Company to the CRM.
Step 6: Save the Note
Click Save to create the note. The note will appear in your Notes list grouped by date (e.g., "Today").
Creating Notes from Contact or Company Pages
You can also add notes directly from a contact or company record:
Navigate to CRM > People or Companies
Select the record you want to add a note to
Click the Notes tab
Click Add note
Enter your title and content (the record will be pre-linked)
Click Add Note
The note will automatically appear in both the record's activity timeline and the global Notes view.
Viewing and Managing Notes
Your notes appear in two views on the Notes page:
Grid View: Shows note cards with title preview, content snippet (first 3 lines), linked record, creator, and date
List View: Displays notes in a table with columns for Note, Created By, Record, Created At, and Actions
Use the filters to sort by newest/oldest, filter by related record type (contacts, companies, deals, or none), or search by title and content.
Editing and Deleting Notes
To edit a note, click on the note card or row to open it in edit mode. Make your changes and click Save to update.
To delete a note, click the three-dot menu on the note card and select Delete. Confirm the action in the dialog. This cannot be undone.
Troubleshooting
No Results When Filtering
If you see "No notes found matching your filters," reset to All Records or refine your search terms.
Save Button Disabled
The Save button won't activate until you add content to the note. Make sure you've typed at least one character in the content field.
Submission Fails
If you see "Failed to create note," try refreshing the page and creating the note again. This typically indicates a temporary network issue.