Add, edit and delete notes

Write a note on a contact or a deal, and change or remove it later from the contact's Notes tab.

Notes live on the contact’s Notes tab, newest first, and each one also shows on their timeline.

Add a note

Open the contact

In Contacts or Leads, click their row, then Open full record. Choose the Notes tab.

Write it

Type in the box that says “Write a note about” and their name.

Save it

Click Add note, or press ⌘ Enter on a Mac or Ctrl Enter on Windows.

To add a note while working on a deal, open the deal and type in the box that says “Add a note to this deal”, then click Add note. It is saved on the deal’s contact, so it shows on their Notes tab and timeline too.

A note counts as contact with the person: it resets their cooling clock on Today and takes a new lead off the new-lead item.

Edit or delete a note

Hover over a note on the Notes tab, or move to it with the Tab key, to show its pencil and trash buttons.

To edit, click the pencil, change the text, and click Save.
To delete, click the trash button. Relivo asks Delete this note? Click Delete, or Keep to leave it.

Calls you log are saved as notes starting “Logged call:”, so they are on the Notes tab too and can be edited there. Emails and texts you log are not notes: they are on the Emails and Texts tabs and can’t be edited.