Capture what you learned on the call, so you remember it the next time.
Notes live on the contact's detail page. They're for the kind of context that doesn't fit into a custom field — what you talked about on the call, what they're looking for, where they are in their decision, anything you want to remember for next time.
Add a note
Open the contact's detail page.
Find the Notes section.
Type your note and save.
Notes are timestamped automatically. The newest note shows at the top, so the latest thing you know about the contact is always the first thing you see when you open them.
What to put in a note
A few patterns that pay off:
What they said they needed. In their own words, if you can. You'll quote it back later.
What they're hesitating on. The objection they kept coming back to.
What they said they'd do. A commitment they made on the call — a follow-up by Friday, a referral they mentioned.
Anything you'd say in a CRM — the size of their business, the team they're on, the constraints they're working with.
You're writing for the version of you who reads this in three months and needs to pick up the thread.