How to use contact notes and reminders

Add notes to your contacts to keep track of important details. You can also set reminders to follow up at the right time.

How to create a note

1. Go to a contact
2. Open the Notes tab
3. Select the note composer
4. Add your note (title and/or body)
5. Select Save

Once saved, your note appears in the contact’s timeline.

How to edit or delete a note

Edit a note

1. Find the note you want to update
2. Select the three vertical dots on the note
3. Select Edit
4. Make your changes
5. Select Save

When you edit a note:

• The timestamp updates
• The note may move based on the latest edit time

Delete a note

1. Find the note you want to delete
2. Select the three vertical dots on the note
3. Select Delete

Deleted notes can’t be recovered.

How notes appear

Notes are shown in chronological order (newest first).

You’ll see notes in:

• The Notes tab
• The All tab with meetings and interactions

Each note shows:

• Title and body
• Created or updated time

How to set a reminder on a note

Add a reminder to follow up later.

Add a reminder

1. Create or edit a note
2. Select Add reminder
3. Choose a date
4. Select Save

The reminder will appear with the note.

How to mark a reminder as complete

1. Open the note from your notification or contact page
2. Mark the reminder as Complete

How to remove a reminder

1. Edit the note
2. Update or remove the reminder date
3. Select Save

What happens when a reminder is due

• You’ll receive an email notification at 5:00 a.m. (your local time)
• The email includes a link to the note as well as:
• Reminders due today
• Upcoming reminders in one place