Notes

Manage your record-linked notes efficiently using the powerful Notes feature. This guide walks through how to create, format, comment, and delete notes seamlessly within record pages.

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Common Use Cases

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Meeting Documentation

• Meeting Minutes: Log key discussion points, decisions, and action items from client calls
• Call Summaries: Record important details from sales conversations or support calls
• Follow-up Notes: Document next steps and commitments made during meetings

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Customer Interactions

• Support History: Track customer issues, solutions provided, and resolution status
• Sales Context: Record customer preferences, pain points, and buying signals
• Relationship Building: Note personal details about contacts to strengthen relationships

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Project Management

• Status Updates: Document project progress and milestone achievements
• Issue Tracking: Log problems encountered and solutions implemented
• Team Handoffs: Share context when transferring accounts between team members

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Automated Note Creation

Use Workflows to automatically create notes:

• Call Recorder Integration: Auto-generate meeting summaries from recorded calls
• Deal Handoff Notes: Auto-create sales cycle summaries when handing off new customers to implementation teams

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Note Features

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Relations Field

Notes include a Relations field that allows you to attach a single note to multiple records across different objects. For example, you can link one meeting note to:

• The Person you met with
• The Company they represent
• The Opportunity being discussed
• Any relevant Tasks or other records

This morph many relationship ensures important information is accessible from all relevant record pages.

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User Tagging

Note: User tagging within notes is not currently available. This feature is planned for 2026, which will allow you to mention team members and trigger notifications.

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Creating Notes

Creating notes in the system is intuitive and dynamic. You can either:

• Navigate to the notes view and create a new record.
• Go to a Record page and select the Notes tab and press the New note button.

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Adding Content

Start typing directly or press / to add elements like headings, files, or images instantly.

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Format Content

You can format your notes right from the editor. Use Markdown syntax, press the / key or click on the + icon on the editor to see the different block options, such as headings, tables, and lists. You can also attach images to your note. Highlight the text to see more formatting options like bold, italics, and alignment options. You can also change the background color and text color of each block to highlight important things in your note. To do so, hover over the block you want to format and click on the ⋮ icon besides the + icon. Click on Colors to open up all color options for both the text and the background.

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Viewing Notes

The system displays all your notes linked to a specific record under the Notes section on the corresponding Record page.

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Saving And Deleting

All edits and additions to the note are automatically saved. To delete a note:

1. Open the note you wish to remove by clicking on it from within the Record page.
2. Select the note you want to delete within the notes tab.
3. Use the Option button in the lower right corner to prompt additional actions including delete.
4. Complete your deletion when prompted with the confirmation modal.

Another way to delete a note is through the notes view like you would a regular record. Please be aware that deleting a note is permanent and can’t be undone.