How do I add notes to a contact record? (The pencil icon)
Notes keep every team member on the same page — write them right after a call while the details are fresh so the next person to pick up the phone knows exactly where things stand.
1
Open the contact record
Click Contacts in the left sidebar and search for the person by name, phone, or email. Click their name to open their full contact record.
2
Scroll to the Notes section and click the pencil icon
Inside the contact record, scroll down to find the Notes section. Click the pencil (edit) icon or the + Add Note button to open a new note text field.
3
Type your note and save
Write your note in the text field that appears. Include key details from the call — what they said, what you told them, and what the next step is. Click Save or press the checkmark button when done.
4
Confirm the note appears with your name and timestamp
After saving, your note appears in the Notes section with your username and the date/time it was created. This is how teammates know who wrote it and when.
Pro tip: Write your note before you hang up or within 60 seconds of ending the call. The details you think you'll remember — their concern about cost, their timeline, whether they're local — fade fast. Tom Birkmire calls this the single highest-leverage habit in RootLogic.
Important: Notes are visible to all staff members in your location. Don't include anything you wouldn't want a colleague to read — keep it professional and factual.