Some notes you want to find again — fast. The agreed scope. The price you quoted. The customer's preferred call time. The reason you're discounting. Pinning a note keeps it visible at the top of the timeline no matter how many newer activities pile on after it.
How to pin
Find the note (or email) in the timeline
Scroll to it on the deal, contact, or company detail page.
Click the three-dot menu on the entry
Top right of the entry's card.
Pick Pin to top
The entry jumps to a Pinned section above the chronological feed. A small pin icon shows on the card.
What's worth pinning
- Agreed scope on a deal — the exact bullet list the customer signed off.
- Pricing notes — “Held the rate at $185/hr — was negotiated down from $195.”
- Customer preferences on a contact — “Prefers texts over calls. Don't email after 5pm.”
- Contract terms on a company — “Net 60. PO required for any change order over $5K.”
- Site contact info on a deal — “Foreman Tom, 403-555-0142, gate code 7142.”
Unpinning
Same menu, choose Unpin. The entry returns to its chronological place in the timeline. Pinning never deletes or moves the entry — it just adds a flag.
Don't over-pin
Two or three pinned items per record is the sweet spot. Five+ and the pinned section becomes a cluttered second feed instead of a quick reference. If you find yourself pinning everything, consider using the deal description field instead — it's always at the top of the left rail.
On Pro: pinning emails
On the Pro plan with email integration connected, customer emails land in the timeline alongside notes. They can be pinned the same way — useful for keeping a key thread (the one with the agreed scope, or the “okay let's go ahead” email) front and centre. See Connecting your Gmail or Outlook mailbox.
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