Add a private note to a renter profile
Keep conversations, follow-ups and useful details in the Activity Log.
On this page
Step 1: Open a lead or tenant
Go to Leads or Tenants and select the person. Check the name and rental before adding a note.
Step 2: Find the Activity Log
Open Messages and find Activity Log. Choose Add Note. On a narrow screen, scroll below the conversation if needed.
Step 3: Write and save the note
Enter a factual note about the rental, conversation or next step, then choose Save. Reopen the Activity Log to check the saved entry.
Notes on applicants
The current applicant Messages page does not have Add Note or an Activity Log. Do not enter a private note in its message composer; that composer sends a message.
Correct a saved note
Current lead and tenant notes have no Edit Note or Delete action. Add a new note that identifies the earlier entry and explains the correction. Keep the original history.
Check the result
- The saved private note appears in the intended renter’s Activity Log.
FAQs
Can the renter see these notes?
No. Activity Log notes are private to the property team. Use Messages separately when you want to contact the renter.
Can I edit or delete a saved note?
These screens do not offer those actions. Add a new note to correct or clarify an earlier entry.
Why is an invitation missing from the Activity Log?
Check the invitation or conversation record for its result. Add a manual note if you want to record the follow-up here.
What should I include?
Keep notes factual and relevant to managing the rental. Avoid full bank, identity or other sensitive numbers.