Logging Interactions with Notes in SalesNexus (Nexi)

Notes are the running history of your relationship with a customer — every call summary, email recap, and detail your team should see.

Where notes live

Notes attach to a contact. Open a contact record and find the System Panels section, then choose Notes from the panel dropdown. You’ll see a searchable, timestamped list of that contact’s notes. (The same panel dropdown also holds Activity, Tasks, Opportunities, Documents, and more.)

Add a note

1. With the Notes panel showing, click + Add Note.
2. Type your note in the Note box (“Write your note here…”).
3. Save your note. (Use Cancel to discard.)

Each note is stamped with the date and time. You can search your notes and remove one with the trash icon, and the contact record tracks a Last Note date/time.

Why notes matter

Because notes attach to the record, anyone on your team who opens that contact sees the complete interaction history — no more knowledge trapped in one person’s inbox.

Related: Creating and Managing Tasks in SalesNexus.