Notes and files keep important context attached to the customer record instead of scattered across inboxes or documents.

What this feature is for

• Notes and files keep important context attached to the customer record instead of scattered across inboxes or documents.

When to use it

• You finished a call, received a document, or need to record a customer preference.
• A teammate needs context before taking over.

Do it manually

1. Open the customer record.
2. Add a note with the factual summary and next step.
3. Attach or reference files when supported by the customer workflow.
4. Set a task if the note requires action.
5. Check that private or sensitive details are appropriate for your team policy.

Ask Faster AI

Turn these call notes into a clean customer note and a follow-up task. Keep the note factual and remove anything that does not belong in the customer record.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of add notes and files to a customer.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Create customer tasks and reminders
• Assign work and handoffs