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To begin, click on "CRM & Email."

How To Create Notes For Contacts and Companies

Updated: Jun 06, 2025

Description

How To Create Notes For Contacts and Companies

Steps

1
To begin, click on "CRM & Email."
2
Select the contact you would like to add notes for
3
Click on the "Notes" tab.
4
Click on "Add Note."
5
Enter your note description in the text area.
6
Video step
7
Click on "Associate To."
8
Now, click on "Opportunities."
9
Click on "Note description."
10
Click on "Save."
11
It may take a minute for your new note to appear, you can refresh the page or follow along to learn how to add notes to companies next.
12
Click on "Companies."
13
select the company you want to add notes to
14
Now, click here to proceed.
15
Following that, click on "Add Note."
16
Once that's done, click here to add details.
17
Video step
18
Click on the contact selection element.
19
Select a contact that is associated with the company
20
Click on "Create" to finalize your action.
21
Afterwards, click on the close button.
22
Now let's go check our notes on our contact, go back to all contacts
23
Select the contact you were editing in the last step
24
Click on the notes section to view the notes
25
Now you should see the note you previously created!
How To Create Notes For Contacts and Companies