Activities - Where Do I Save My Meeting Notes?
Where Should I Save My Notes?
All meeting notes should be logged as Activities on the related record — usually a:
Opportunity
Contact
Account
Lead
You’ll use the Log a Call function to save them.
How to Save Meeting Notes
Open the relevant record (e.g. the Opportunity or Account)
Click Log a Call
In the Comments/Description, paste or type your notes
Include key topics discussed
Document pain points, timelines, objections, and next steps
Optionally include attendees
Click Save
The note will now appear in the Activity Timeline, visible to your team and searchable later.
Example
Comments:
Pain Point: Disconnected tools, no reporting
Interested in Sales Hub and automation modules
Timeline: Wants to go live before EOFY
Next Step: Demo booked for 23 May
Attendees: Alice (Sales Director), Jordan (Ops)
Want a Better Way?
Want to separate call notes from meeting notes to improve user experience and reportability?
Check out the Innovation Lab module:
Accelify: Meeting Minutes
This module enables a purpose-built experience for meeting documentation:
Capture rich-text Meeting Minutes within a dedicated meeting/event component
No more notes saved as misleading “Calls”
More space to capture proper agendas, decisions, and outcomes
A separate workflow from phone call logging for clarity and structure
Supports better filtering and reporting across meeting types
This is ideal for client-facing teams, renewals, strategic accounts, and executive alignment.
Use the Meeting Minutes module for structured engagements, and reserve quick Call Logs for informal chats or phone check-ins.