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How can I keep notes?
How can I keep notes?

Where can I enter them?

Jeroen Corthout avatar
Written by Jeroen Corthout
Updated over a week ago

You can type notes at the bottom of the account timeline where it says "Type an internal note".

If you'd like a dedicated field for Contacts or Opportunities (or Accounts), you can create this.ย 

Just head to "Settings" > "Customize fields", select the right entity, and click on the large orange "+" button to add a custom field. Call it "Notes" and set the type to "Long text". It can fit a book. ๐Ÿค“

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