What You Can Do with Notes on a Contact Record

Notes in Keap Mobile let you record information about a contact directly from your phone — after a call, a meeting, or any interaction — so the context stays attached to the contact record and is available to your whole team. Before using Keap Mobile, make sure the app is installed. See how to install Keap Mobile on your iOS or Android device.

How to Add a Note to a Contact

1. Navigate to the contact record for the person you want to add a note to.
2. Tap the More button on the contact record to open the additional actions menu.

3. Tap Notes from the actions menu to open the notes section for that contact.

   

   The More menu displays additional actions for the contact. Tapping Notes opens the notes list for that contact.

4. Tap Add a note to open the note editor.

   

5. Type your note in the note editor.

6. Tap Done to save the note and attach it to the contact record.

   

   Tapping Done saves the note and returns to the notes list. The new note appears in the notes list with a timestamp.

How to View, Edit, and Delete Notes

Once a note has been added to a contact, all notes for that contact are accessible from the Notes activity card on the contact record.

1. Navigate to the contact record.

2. Tap the Notes activity card on the contact record to open the full notes list for that contact.

   

   The Notes activity card shows the count of notes saved for the contact. Tapping it opens the full notes list where you can view all notes, add a new note using the + button at the top, or tap any note to open its details.

3. Tap any note in the list to open the note detail view and read the full note content.

   

   The note detail view displays the full note text and creation date. Tap Edit at the top of the screen to open the note editor.

4. In the note editor, update the note text as needed.

   

5. To delete the note, scroll to the bottom of the note editor and tap Delete note. Confirm the deletion when prompted.

   

   The Delete note option is located at the bottom of the note editor. Tapping it permanently removes the note from the contact record.