How do I create, edit, and reply to notes?

Where to find it

Inside each lead's profile, go to the Notes section.

What you can do:

• Create a note: Click the text box and start typing
• Edit: Hover over your note and click the pencil icon
• Reply: Click “Reply” under any note to start a thread
• Tag a teammate: Use @teammember to notify them

Updated on: 17/10/2025