---
title: "'Add Note' Step - Add Notes to Your Contacts Profile"
slug: "add-note-step-add-notes-to-your-contacts-profile"
description: "Learn to enhance customer management in ClickFunnels by using the \"Add Note\" step to track interactions and preferences effortlessly."
updated: 2025-07-22T16:29:25Z
published: 2025-07-22T16:29:25Z
canonical: "support.myclickfunnels.com/add-note-step-add-notes-to-your-contacts-profile"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 'Add Note' Step - Add Notes to Your Contacts Profile

The “Add Note” step in ClickFunnels workflows allows you to automatically add notes to a contact’s profile. This is particularly useful for tracking customer interactions, preferences, or important events that you want to log for future reference. In this article, you will learn how to configure the “Add Note” step and use it to enhance your customer management process. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-YC23U1FB.png)

---

## Requirements

- An active ClickFunnels account
- A [workflow](/v1/docs/how-to-create-a-workflow) created in your workspace

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## Adding the “Add Note” Step to Your Workflow

1. Navigate to the **Automations** app and select **Workflows**.
2. Open an existing workflow or create a new one.
3. Click on the **Plus Icon (+)** in your workflow editor.
4. Select the **Add Note** step under the **Internal** category. ![Add Note Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/g5vr2il6l-6rmbgtdvkm6-9daereot8a7a.png)

---

## Configuring the “Add Note” Step

1. **Define the Note Content:**
  - When adding the “Add Note” step, a dialog box will appear prompting you to enter the note content.
  - Write the note in the **Note** input field that you want to be added to the contact’s profile.

![Note Field](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/_b4ilxgzelbkuroeyh-lh0ody_vleetvjg.png)
2. **Save the Step:**
  - After entering the note, click **Create Step** to save the note in the workflow.

---

## Viewing Notes on a Contact’s Profile

Once the workflow runs and the “Add Note” step is executed for a contact, the note will be visible in the contact’s profile within the **Activity** tab. Here’s how to find it:

1. From your ClickFunnels dashboard, navigate to **Customers » Contacts**.
2. Click on the specific contact whose profile you want to view.
3. Once inside the contact profile, click on the **Activity** tab.
4. Scroll down the activity timeline to see the note added by the workflow. The note will be displayed with a timestamp indicating when it was added. For example, “Not interested in initial offer” will be visible under the workflow activity log.

![Contact Profile Activity View](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/1l9pt5mndkrszgi6fhr0jyap4ntgyepmbg.png)

## Related

- [How to Create a Workflow](/how-to-create-a-workflow.md)
- [Managing Workflows](/managing-workflows.md)
- [Triggering a Workflow](/triggering-a-workflow.md)
- ['Delay' Step - Introduce Time Gaps Between Workflow Actions](/delay-step-introduce-time-gaps-between-workflow-actions.md)
- ['Until Triggered' Step - Pause Actions Until Specific Events](/until-triggered-step-pause-actions-until-specific-events.md)