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Add notes

Add and edit notes for your contacts to help you manage your customers and contacts.

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Add notes with the contact preview

  1. Open the Contacts tab from your Dashboard.
  2. Select the name of the contact you wish to add your note to.
  3. Click the … icon to open more actions.
  4. Click Add a note.
  5. Enter your desired note.
  6. Click Add Note:

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Add notes in the Contacts Profile

  1. Open the Contacts tab from your Dashboard.
  2. Select the name of the contact you wish to add your note to.
  3. Click Open full profile from their contact preview.
  4. Open Notes.
  5. Enter your desired note.
  6. Click Add Note:

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Delete notes

Remove notes to clean up the Contacts Profile of your contact or customer.

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Remove a note

  1. Open the Contacts tab from your Dashboard.
  2. Select the name of the contact you wish to add your note to.
  3. Click Open full profile from their contact preview.
  4. Open Notes.
  5. Locate the note you wish to remove.
  6. Click Delete.
  7. Confirm your desire to delete the note by clicking Delete again when prompted:
Tip: Contact Notes are private and can only be seen by the site owner.