A note is even more powerful when it's tied to the people and deals it's about. Link your account research to the account, your call recap to the contact, and your strategy note to the deal. Then the context is right there whenever you open that record, and nothing gets lost between tools.
Link a note from the editor
- Open the note you want to connect.
- Click the Links button near the top right. The number beside it shows how many links the note already has.
- Choose what to connect to: a Contact, an Account, a Deal, or a Task.
- Search for the record you want and select it.
- Your note is now linked, and the Links count updates.
You can add as many links as you need, and remove any link just as easily from the same panel.
Why linking pays off
- Context that follows the deal: open an account or deal and see the notes that explain its history.
- Faster prep: walk into every call with the right background a click away.
- A stronger account plan: link your research notes so they feed the bigger picture you're building for an account.
- Connected tasks: attach a note to a task so the person doing the work has the full story.
A simple workflow
- Create a note for a new account and capture your research.
- Use AI writing help to expand and polish your findings.
- Link the note to the account and to your main contact there.
- Open that account later and your note is waiting, right where you need it.
Tip
Make linking a habit at the end of each note. A few seconds of connecting now saves real time when you're prepping for the next conversation.
What can I link a note to?
You can link a note to a contact, an account, a deal, or a task, so its context lives wherever you do your work.
Can one note link to more than one record?
Yes. Link a single note to as many contacts, accounts, deals, and tasks as it relates to.
Will I see the note when I open the linked record?
Yes. Linking keeps the note's context attached to the record, so the right background is always close at hand before a call.
Can I attach a note to a task for a teammate?
Yes. Link your note to a Task so whoever picks up the work has the full story and the context they need to deliver.
What if I link the wrong record by mistake?
No problem. Open the Links panel on the note and remove any link in one click, then add the right one.