Definition
Note
A note is a free-form comment recorded on a contact or deal in a CRM to capture details that do not fit structured fields, such as a customer's preferences or the context of a conversation. Notes preserve the human details that make future interactions personal and informed.
A note is where you jot down the things worth remembering: the customer prefers morning appointments, mentioned a leak in the basement, or is comparing two other companies. These details do not fit neatly into fields but matter a great deal.
Good notes make every future interaction sharper and more personal. When anyone, or any AI agent, opens the record, the notes provide context that turns a generic conversation into one that shows you remember and care.
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