Pinning Important Notes

“Pin” important notes to the contact card.


As you work with your Clients, you’re going to be adding notes here on the Contact Record.
Sometimes this list of notes will get quite long and you’ll have to search through the list to find the Note you’re looking for.

For important Notes that you want front and center, you can click on this pushpin and the note will also appear here where you can’t miss it.
We call this pinning a note and you can pin as many notes up here as you want.

It’s easy to pin a note and you can always unpin it later.