Introduction to Notes & Files

Notes

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.

Learn more:

• Add attachments or files
• Remove attachments or files
• Managing File Storage
• Restore Deleted Items