Pinning a note

Learn how to pin a note to appear at the top of a contact record:

• First you’ll need to save your note, if you haven’t already. Learn how to save a note here.
• Please note: only contact or company notes can be pinned. Notes saved within a pipeline item cannot be pinned.
• Mouse over the note in the history, and select “Pin to top of page.”
• The note will appear at the top of the contact, under the “Attached items” section.
  
  • To edit or unpin a note, mouse over the pinned note and select the three dots. Then choose the appropriate option.
• The note will remain in the history in chronological order, with a small tag indicating it’s currently pinned. You can select the pinned tag to unpin the note.