---
title: "Notes in Boxly"
description: "Notes Guide - Notes help your team capture important updates"
url: https://help.boxly.ai/en/articles/10182761-notes-in-boxly
collection: "How to reply and manage your leads"
updated: 2026-11-04
language: en
---

# Notes in Boxly

Notes Guide - Notes help your team capture important updates

## What’s New ✨

Notes have been enhanced with powerful new features:

> 📌 Pin Notes to the top so your team never misses key info  
> ✏ Edit or delete Notes with full history tracking  
> 📎 Attach images and files directly into Notes  
> 🔍 Expand long Notes with a simple “Show more” option

## Why Notes Matter

Notes help your team capture important updates, observations and context about a lead. They are internal only and never visible to the lead. This makes Notes the perfect place for:

-   Call summaries
    
-   Next steps agreed within the team
    
-   Additional context from reception or practitioners
    
-   Attachments such as photos, scans or treatment plans
    

By keeping everything together in Boxly, your team stays aligned and no detail is missed.

## ➕ How to Add Notes

* * *

You can add Notes in three easy ways:

### 1\. From View Contact → **Notes**

-   Click on a lead and go to **View Contact → Notes tab**
    
-   Type your note and click **Add Note**
    

![](https://staticfiles.gleap.io/ghelparticle/5wfhjdBqzMeAsxRpA7eslVr4Tgg3vpSqnhSydKJnamX6HYPv6A9YDrGnbNUqOyb0CGdXTcIkGC7.gif)

### 2\. From the Notes section in a lead profile

-   Scroll down in any lead profile to the **Notes** section
    
-   Enter your note and click **Add Note**
    

### 3\. Using the Nudge after an action

-   After updating a lead, for example by adding a task or changing a stage, the **Nudge** panel will appear
    
-   Select **Add Note** to instantly record context alongside the action
    

![](https://staticfiles.gleap.io/ghelparticle/WisLMBr7hGmZvAIGD9uONnPfWTAzAAvsMeviftfUVDm4bvxCbOg7ugpkwCwbH8GW2vbRZYVVjsJ.png)

## 📌 Pinning Notes

* * *

Highlight the most important information:

-   Click the **📌 pin icon** to pin a Note
    
-   The most **recently** pinned Note always stays at the **top**
    

![](https://staticfiles.gleap.io/ghelparticle/UPBKGrhbBlhG9mPsUsKY65pUnrAPBv30c3JsM38zSicwCs4ciV4aBzggfVxtmGQ5pERTH3dUmdb.png)

## ✏ Editing and Deleting Notes

* * *

✅ **Edit:** Select the ✏ pencil icon to update the content  
✅ **Delete:** Select the 🗑 trash icon to remove the Note

![](https://staticfiles.gleap.io/ghelparticle/yeOkBmNKvlSoissdVwbRavLr65h3P0KXFQV1syaQVPBaN6VVhxZ4MpdpFLysd0F2uJnKB8IumIu.png)

> **Info:** You can also edit or delete Notes created by other team members. Every change is automatically recorded in the **lead’s History** so there is always a complete audit trail.

![](https://staticfiles.gleap.io/ghelparticle/vZZx90csZXuwj8QxUvRipNfmZpEWigGD6oxbPRYZNaTIdmSWXnFgPjCmBFF3UhmggjStyoVK9ZV.png)

## 🔍 Viewing Long Notes

* * *

For readability, Notes longer than two or three lines are collapsed automatically.

-   Select **Show more** to expand and view the entire Note
    

![](https://staticfiles.gleap.io/ghelparticle/6lIVP2UfrbWqaziEiwFCtvvUtLNKYTIyXuCj1DJ9LWDmh7DG1RdgY62ZieAM0w1VwOuLN94x9Z8.png)

## 📎 Adding Images and Files

* * *

Make your Notes more useful by attaching visuals and documents:

![](https://staticfiles.gleap.io/ghelparticle/qFntIwD3CggjH8vZ0bjqWWNmOgLM5h8jB10F2cA3A3c9CjLI10N9DeijGYUEfUH8jPRJT6Qdrbl.png)

-   🖼 Use the **image icon** to upload pictures from your device
    
-   📁 Use the **file icon** to attach documents from the file library or upload new files
    

![](https://staticfiles.gleap.io/ghelparticle/IAIJZPGGyTYOjYHG4ioabhvgtTjdBUYn18Us22lT0QBPWW4hjIgwRiUPJn3ihvDOVt4cZ0l7GVr.gif)

> **Info:** You can also manage all files directly in the **Files section** of the lead profile.
> ✅ You can also upload **TIFF formats**.

![](https://staticfiles.gleap.io/ghelparticle/Qhou7tquhIJLuKRtRFr1R2XXa1zw3nRga8h1nCMAQcmGSGlBfshhQwlflRRg69c8dDAHnv5PEg1.gif)

* * *

✅ Notes give your team a clear and structured way to capture everything that matters about a lead. Collaboration becomes smoother and the entire journey remains transparent.

Boxly is here to help you work smarter, not harder, let’s keep streamlining your lead management together! Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!