Module: Activities

Notes & Attachments Training Guide

Capture customer insights, pin critical details, and organize files and proposals.

8 min read

Beginner Level

1 Core Lessons

What You Will Learn

By the end of this training module, you will be able to:

Write rich formatted notes on any Lead, Contact, Account, or Deal

Pin high-priority notes to the top of the record overview

Upload sales collateral, signed NDAs, proposals, and invoices

Attach external cloud document links (Google Docs, Notion, Figma)

Pinned Note

A highlighted note locked to the top of the record page so every visiting rep reads it first.

Step-by-Step Walkthrough

Follow these practical guides to master every capability of Notes & Attachments.

Lesson 1 of 1

Keep critical customer context organized and accessible.

Click 'Add Note', type client preferences or budget limits, and click 'Pin Note' to ensure high visibility.

Drag and drop PDF proposals or signed contracts into the Attachments area.

Pinned notes prevent reps from asking customers the same questions twice.

Common inquiries regarding Notes & Attachments in KineCRM.

KineCRM supports PDF, DOCX, XLSX, PNG, JPG, and ZIP files up to 25MB per file.

Start tracking leads, accelerating sales, and managing customers with KineCRM today. No credit card required.