How do I add a note to a contact?

1. 1Open the contact, then the Activity tab.
2. 2Click Add a note, a call, an email…, pick Note and type.
3. 3Save note: it shows up right away in the activity, with its date.

You can edit or delete a note right in the list. The filter at the top of the activity shows only notes when you need it. It works the same way on a company and on an opportunity.