Notes are your personal workspace inside Ultragent. Use them for meeting recaps, account research, deal strategy, and quick ideas you don't want to lose. Every note is saved to your account and ready to search, format, and link to the right contact, account, or deal whenever you need it.
Create your first note
- From the left menu, open Notes.
- Click New note in the top right.
- Your note opens instantly. Type a title in the Note title field at the top.
- Click into the body and start writing.
- Your work saves automatically as you go, and you can click Save any time to save right away.
That's it. Your new note now appears in your Notes list, ready to open again whenever you want.
Set a date for your note
Adding a date helps you line your notes up with meetings and follow-ups.
- Open your note.
- Click Set date just under the title.
- Pick a day from the calendar.
- The date is saved with your note automatically.
Organize with labels
Labels are simple tags that group related notes together, such as meetings, research, planning, accounts, or deals. Add the labels that fit, and you can later find every note in a group at a glance.
Tip
Give each note a clear, specific title like "Acme renewal call - June" so it's easy to spot later in your list and in search.
Your notes, always saved
As you type, Ultragent saves your work in the background. A small Saved indicator confirms it. You'll also see an Unsaved changes note if you ever step away mid-edit, so nothing slips through the cracks.
Good to know
A green Saved badge in the list shows which notes you've shared with teammates.
Can I jot a note down fast in the middle of a call?
Yes. Click New note and start typing right away — your note opens instantly with no setup, so you can capture what was said without breaking your flow.
If I close the tab before clicking Save, do I lose my note?
No. Ultragent saves your work automatically in the background as you type, and a Saved indicator confirms it, so your note is safe even if you step away mid-edit.
Where are my notes stored?
Every note is saved securely to your Ultragent account and synced automatically, so you can pick up right where you left off from any device.
How many notes can I create?
Create as many as you like. Your Notes list includes a search box and paging so it stays easy to navigate as your collection grows.
Can I delete a note I no longer need?
Yes. In the Notes list, open the menu on the note's row and choose Delete.