Contact Notes & Activity
Every interaction with a contact is logged automatically — emails, calls, meetings, and manual notes.
Steps
- Open a contact's detail page.
- Scroll to the Activity timeline to see all logged interactions.
- Click "Add Note" to write a manual note.
- Click "✦ Generate AI Summary" in the AI Summary card to get a model-written brief of the contact (refreshes on demand).
Good to know
- There is no separate "Summary tab" — the AI Summary lives in a card on the contact detail page.
- Notes support rich text formatting.
- The AI reads notes and activity to give smarter suggestions.
Example: Before a renewal call with a 2-year customer, Dev opens the contact, clicks ✦ Generate AI Summary, and gets a 4-line brief: "Renewing for the 3rd time. Last touchpoint Mar 12 — flagged that pricing for the Pro suite was a stretch. Has championed CRMown internally to two other teams. Watch for: budget pushback in Q2." He walks into the call already knowing the angle.