A note is where the context lives: meeting minutes, call summaries, the paragraph of background that doesn't fit in any field. Notes have a title, a rich-text Body, and links to the records they're about.
Create a note
- From the Notes list, click New note, write, and link Companies and People as you go.
- From a company, person, or opportunity page, use the Notes tab. The note is created already attached to that record. Companies and opportunities can also Attach an existing note there.
One note can sit on several records at once. Attach the kickoff-meeting note to the company and the two people who were in the room. Detaching it from one record doesn't remove it from the others, and the note itself lives on in the Notes list either way.
Find notes again
The Notes list shows every note with its linked companies and people as clickable columns. Notes are searchable from the sidebar search by title, the AI assistant reads them when you ask about a record, and each record's Notes tab is the running history for that account.