How to Add a Note to a Contact in HubSpot
Never forget what was discussed with a customer. Keep your whole team aligned with shared context on every contact.
Steps
- Click Create note — Save it so it appears in the contact's activity timeline.
- Type your note — Enter the relevant details in the text box.
- Click Create a note — This opens the note editor.
- Click the Notes tab — Select Notes from the activity tabs.
- Go to the Activity section — On the contact record, click Activities .
- Select a contact record — Click on a contact from the list to open their record.
- Navigate to Contacts — From the dashboard, go to Contacts in the left navigation.
