Add notes to contacts

ContactsUpdated Mar 15, 2026~1 min read

Notes let you track important context about each contact that helps personalize your outreach.

What to track:

  • How you met (referral, LinkedIn, event)
  • Conversation topics and insights
  • Their communication preferences
  • Key dates (birthday, work anniversary)
  • Hiring timeline or internal intel

How to add:

  1. Open a contact from the Contacts page
  2. Find the Notes field in the detail panel
  3. Type your notes — they save automatically

Where notes are used:

  • AI features (Scout Chat, AI Draft, Follow-up Suggest) use contact notes as context
  • Interview Prep includes contact info when generating materials

Tip: Update notes after every interaction. "Spoke 3/12 — she mentioned the team is expanding Q2" is more useful than "nice chat."

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