Leads & Conversations

Add private notes to a lead

Keep internal notes on a lead that only your team can see.

Last updated October 3, 2026

Overview

Private notes let your team record context about a lead.

Notes are never texted to the customer and are never used by the assistant in replies. Only members of your workspace can see them.

Open the lead in the Lead Inbox.
In the details panel, find Private note.
Write your note and select Save note.

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