How to Add a Note to a Contact Profile

Kayla M.

Updated

Learn to add notes to your contacts and customers in your Contacts tab.


In this article:


Add notes

Add and edit notes for your contacts to help you manage your customers and contacts. 

To add notes with the contact preview:

  • Open the Contacts tab from your Dashboard. 
  • Select the name of the contact you wish to add your note to.
  • Click the  icon to open more actions.
  • Click Add a note.
  • Enter your desired note. 
  • Then, click Add Note:

To add notes in the Contacts Profile:

  • Open the Contacts tab from your Dashboard. 
  • Select the name of the contact you wish to add your note to.
  • Click Open full profile from their contact preview.
  • Open Notes.
  • Enter your desired note.
  • Click Add Note:


Delete notes

Remove notes to clean up the Contacts Profile of your contact or customer. 

To delete notes:

  • Open the Contacts tab from your Dashboard. 
  • Select the name of the contact you wish to add your note to.
  • Click Open full profile from their contact preview.
  • Open Notes.
  • Locate the note you wish to remove.
  • Click Delete.
  • Confirm your desire to delete the note by clicking Delete again when prompted:

Tip:
Contact Notes are private and can only be seen by the site owner.

And that’s how you can add and delete notes for your customers!

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