How to Add Notes to a Contact

Notes help your team keep track of conversations and context, such as call summaries or event details. A contact can have as many notes as you need.

Add a Note

1. Open the contact.
2. On the Profile Details tab, scroll to the Notes section, below Tags.
3. Write your note and save it.

New notes also appear in the contact's activity history.

Edit or Delete a Note

Open the note's actions menu and choose Edit or Delete. Edited notes are marked (edited).

Pin a Note

Choose Pin from the note's actions menu to keep it at the top of the list. You can pin up to 5 notes on each contact. Choose Unpin to release one.

Who Can Manage Notes

You can edit, pin or delete notes you wrote, and notes written by people who report to you. Admins can manage all notes.

Add Notes Automatically with Zapier

Use the Zapier action Add Note to Contact to add notes from your other apps, such as a CRM or help desk. See How to Connect Mailzzy to Zapier.