Note Types Explained
Note Types #
PloverCRM provides five note types to categorize interactions. Each has a distinct color badge for quick identification.
Note Types #
1. Call (Blue Badge)
Use for: Phone calls, voicemails, conference calls
Example:
Title: Discovery Call - 15 minutes
Description: Discussed budget and timeline. Needs manager approval.
Next step: Follow up Friday.2. Email (Purple Badge)
Use for: Emails sent/received, campaign responses, document sharing
Example:
Title: Proposal Sent
Description: Sent Enterprise plan proposal with pricing and case studies.
Awaiting response by end of week.3. Meeting (Green Badge)
Use for: In-person meetings, video conferences, product demos
Example:
Title: Product Demo - 30 minutes
Description: Demonstrated key features. Action: Send technical docs.4. Task (Orange Badge)
Use for: Action items, follow-up reminders, pending tasks
Example:
Title: Send Contract
Description: Prepare final contract. Due: Friday, Feb 10. Priority: High5. Note (Gray Badge)
Use for: General observations, contact preferences, background info
Example:
Title: Contact Preferences
Description: Prefers email. Available Tuesdays/Thursdays 2–4pm.
Quick Reference #
| Situation | Note Type |
|---|---|
| Made a phone call | Call |
| Sent an email | |
| Had a video meeting | Meeting |
| Need to follow up | Task |
| General observation | Note |
Filtering by Type #
- Navigate to the contact detail page
- Click the Notes tab
- Use the Type filter dropdown
- Select one or more types
Best Practices #
- Use descriptive titles: “Discovery Call – Discussed Budget” not just “Call”
- Include key details: what happened, outcomes, and next steps
- Be consistent: train your team on when to use each type
Last updated: February 3, 2026
