A Note in Zoho CRM is a free-text record attached to any module record - such as a Lead, Contact, Account, or Deal - that captures unstructured observations, call summaries, or internal reminders. Notes are time-stamped and attributed to the user who created them.
A Note in Zoho CRM provides a free-form text area for capturing context that does not fit into structured fields. Common uses include call summaries after a Call Log, competitor mentions from a discovery meeting, customer objections during a deal, or instructions for a colleague who will take over the account.
Notes appear in the timeline of the parent record, ordered by creation date, giving any team member reading the record a chronological narrative of the relationship.
Notes support file attachments. You can attach a PDF proposal, a photo of a signed document, or a meeting transcript directly to a Note, keeping all supporting material within the CRM record rather than scattered across email or shared drives.
A Note in Zoho CRM is a free-text record attached to any module record – such as a Lead, Contact, Account, or Deal – that captures unstructured observations, call summaries, or internal reminders. Notes are time-stamped and attributed to the user who created them.
Yes. Each Note can have one or more file attachments. Supported file types include PDFs, images, spreadsheets, and documents.
By default, Notes are visible to all users who have access to the parent record. There is no private-note setting in standard Zoho CRM – use internal Tasks or the Description field for sensitive reminders.
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