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How to Add Notes to Focused View Contacts

  1. Navigate to Leads & Contacts > Focused View
  2. Click the Standard tab to switch to it if it is not already selected.
    • You may not see the Custom tab depending on your permissions. 
  3. On the right side of the page, click the down arrow for any contact to see more information about them. 
  4. Click the View Notes (#) button.
  5. In the slide-out panel:
    1. Click the +Add Notes button.
    2. In the Note Details: box, enter the text of your note.
    3. (optional) Check the Hide note from co-marketing partners option if you want the note to remain visible only to users in your organization who can see this record.
    4. Click the Save button.


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