Introduction to Notes & Files
Notes are a great way to share internal information, log phone calls, or document conversations with your contacts.
Add a note to any contact, case, or deal and select who can see notes inside your account. Get started with these guides:
- Adding notes
- Edit and attach notes to a case or deal
- Share notes with mentions
- Searching notes
- Pinning notes and emails
Files & Attachments
Paid Highrise plans allows for file storage. You can use this storage to share important documents, files, and photos with your team.