How do I add a note to a contacts record?

Notes are a quick way to record additional information against a contact, allowing for easy internal access and management

Steps

• Click into the contacts record
  • The quickest way to do this is via the main search bar at the top-right of your account
    
    
• Select the 'Actions' button at the top-left
• Choose 'Add note'
  
  
• Type your note into the text box
• Click 'Create'

You can also add a note directly from the 'Notes' section in the right-side panel of the contact record: