Never forget important details about your contacts
Add rich notes to any contact to capture meeting summaries, feedback, follow-up tasks, or any information your team needs to remember.
Keep your team informed
Add notes to contacts that the entire team can see. Never lose important context again.
Add notes anytime, from anywhere
Open any contact's profile and add a note instantly. Whether you're on the conversation page or the contacts list, adding notes is just a click away.
- Add notes from the contact profile page
- Quick access from the conversation sidebar
- Notes are saved instantly
- All team members can see and add notes
- Notes persist across all conversations
Sarah Kim
sarah@techcorp.com
Meeting Notes - Q4 Planning
Discussed upcoming requirements:
• Need SSO integration by end of month
• Interested in custom branding options
• Budget approved for 50 agent seats
Action: Send proposal by Friday
Format and highlight important details
Use rich text formatting to make your notes more readable. Bold important text, create lists, and highlight key information so nothing gets missed.
- Bold, italic, and underline text
- Create bulleted and numbered lists
- Add links to external resources
- Highlight important information
- Format notes for easy scanning
What to capture in contact notes
Keep track of anything that helps your team provide better support.
Meeting Summaries
Document key points from calls and meetings with customers.
Customer Feedback
Record feedback, feature requests, and suggestions.
Follow-up Reminders
Note when and why to follow up with a contact.
Account Context
Capture important details about their business and needs.
Escalation History
Track previous escalations and their resolutions.
Preferences
Remember contact preferences and communication style.
Contact Notes vs Private Notes
Understand when to use each type of note.
Contact Notes
Persistent notes on contact profile
Stored on the contact's profile and visible across all conversations. Use for long-term information about the customer.
Private Notes
Notes within a conversation
Added to a specific conversation thread. Only visible to agents, not the customer. Use for internal communication about an issue.
Keep your team in the loop
Never lose important context about your customers. Start adding notes to contacts and give your team the information they need.