ℹ️ Notes always need to be linked to a company, person, or deal.
There are 2 ways to add notes:
Using the "Add" button
Click on the plus icon (top right).
Select Add note.
Search and choose the company, person, or deal you want to link the note to.
Enter the title and description of your note.
Click Save.
✅ The note will link automatically to the selected company, person, or deal and appear under the Notes tab.
Right-clicking on the row
Go to Companies, People, or Deals.
Right-click on the row of the company, person, or deal.
Select Add note.
Enter the title and description of your note.
Click Save.
✅ The note will link automatically to the selected company, person, or deal and appear under the Notes tab. You can also find it using the Search functionality on your left sidebar.
Deleting a Note
Go to Companies, People, or Deals.
Select the Company, Person, or Deal you want to delete the note from.
Go to the Notes tab.
Click on the three dots menu at the end of the row.
Click Delete
👉 You can also delete multiple notes at once by clicking on the checkbox to on left and going to Actions ➡️ Delete
