CRM Notes
Notes allow you to record information about interactions with clients, contacts, and deals. They serve as a history of communication and important agreements.
Use Cases
- Recording agreements from phone calls
- Meeting notes
- Important client information
- Negotiation history
Note Properties
- Name — short title (e.g., “Phone Call”, “Meeting”)
- Content — description in Markdown format
- Date — when the contact took place
- Type — note type (e.g., phone, meeting, email)
Association
A note is always assigned to one object:
From the client/contact/deal card, you can see a list of all associated notes, sorted from newest.