Add notes and tasks to a contact
Keep what you learned about a contact and the follow-ups you owe them on the contact's page.
Where to find it
Campaigns › Prospects › (a contact) › Notes / Tasks
Open this screen
Steps
- Open the contact from Campaigns › Prospects.
- Under “Notes”, type in “Add a note…” and press “Add” (or Enter).
- Under “Tasks”, type in “New task…”, optionally pick a due date and time, and press “Add”.
- Tick a task's box when it is done; tick it again to reopen it.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Add a note… | A note is saved with your name and the time and shows in the contact's activity. | — |
| New task… and due time | A follow-up with an optional due date and time. | — |
| Task checkbox | Marks the task done (crossed out) or open again. | — |
Troubleshooting
Nothing happens when I press Add.
The note or task text is empty. Type something first.
Tips
- Notes and tasks move with the contact when duplicates are merged on Revenue › Data hygiene.
Good to know
- Notes cannot be edited or deleted from this page once added.