Overview

Internal Notes allow you to add notes to clients and companies that are visible only to you and other internal users with access. Notes can be edited or deleted at any time, giving you flexibility to keep information up to date. Additionally, Internal Notes are fully supported by API, Zapier, and Make integrations, making it easy to automate workflows and connect 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 client or company channel.

Creating a Note for a Client or Company

1. Navigate to the CRM page.

2. Click Companies if you want to leave a note for a company, or click Clients if you want to leave a note for a client.

3. Select the company or client 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.

Editing or Deleting a Note for a Client 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 Clients if you want to edit or delete a note for a client.

3. Select the company or client 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.