Contact Notes

Notes help you remember the little things that make a big difference.

Maybe a lead mentioned they're going on vacation next week. Or they prefer morning calls. Or they have a dog named Buster. These details matter when you're building relationships.

Notes give you a permanent place to capture this information. Unlike conversation history that can get long and hard to search, notes are your personal summary of what matters most about each contact.

To add or edit notes:

1. Open the contact you want to update 2. Tap the Settings icon (gear) to open contact settings 3. Select Notes from the menu 4. Type your notes in the text area 5. Your changes save automatically when you tap elsewhere

That's it. No save button to hunt for. Just type and your notes are stored.

Notes work best for information you'll need later. Here are some ideas:

Personal details - Family situation mentioned - Hobbies or interests - Pet names (people love when you remember) - Birthday or anniversary dates

Business context - Previous projects or purchases - Budget constraints mentioned - Decision timeline - Other stakeholders involved

Follow-up reminders - Best times to call - When they said to check back - Specific questions to ask next time - Concerns that need addressing

Keep notes brief and scannable. You want to glance at them before a call and quickly remember the key points.

You might wonder: why use notes when the full conversation is right there?

Conversation history shows every message exchanged. It's complete but can be long. Finding a specific detail means scrolling through many messages.

Notes are your highlights. The summary. The quick reference. Before you call a lead back, scan their notes for 10 seconds and you're ready.

Think of notes as your personal cheat sheet for each contact. Conversation history is the full record. Both serve different purposes.

Keep them current Update notes after important calls or meetings. If something changes, change your notes. Old information is worse than no information.

Be specific "Has concerns" is less helpful than "Worried about installation timeline - needs done before Thanksgiving."

Date important items Write "Called back 6/15 - not ready until August" instead of just "not ready yet."

Use a consistent format Some people use bullet points. Others write short paragraphs. Pick a style that works for you and stick with it.

Focus on what matters for the next conversation If it won't help your next interaction with this contact, it probably doesn't need to be in notes.