What a highlight note is
A highlight note is a short note that sits directly on a deal card in the Deals Kanban view. Everyone who can see the deal sees the note at a glance, so you can scan your pipeline and know where each deal stands without clicking into it.
Use a highlight note when you want a deal's most important context to be visible on the board. This is most useful for agencies where several people share a deal pipeline and need to stay aligned on what happens next.
How to add a highlight note
Go to Deals and make sure you are in Kanban view. Highlight notes show on deal cards in Kanban view only.
Find the deal card you want to add a note to.
Click the Add a highlight icon (the sticky note) on the card.
Type your note in the editor.
Click Save. The note now appears on the deal card.
How to edit or delete a highlight note
Click the highlight on the deal card to reopen the editor.
Update the text and click Save, or delete the note.
The note stays on the card as the deal moves between stages.
A practical example
You run a retained search firm and a deal with a mid-size fintech is sitting in Proposal Sent. You add the note "Waiting on CFO sign-off, follow up Thursday." Your account manager opens the board on Wednesday, sees the note on the card, and knows not to chase the hiring manager for a decision.
Ways to use highlight notes
Next step: "Send revised fee schedule by Friday."
Blockers: "Budget frozen until Q1."
Decision-maker context: "Final call sits with the COO, not the hiring manager."
Handoffs: "Closing this week, confirm job details with the client."
Things to know
Highlight notes show on deal cards in Kanban view.
Each deal card holds one highlight note.
Anyone with edit access to a deal can add, edit, or delete its note.
A highlight note is a quick-glance note. It does not replace deal notes, activities, or custom fields, and it does not trigger a notification or log an activity.
Highlight notes on deal cards are separate from highlights on candidate cards in the Job pipeline.
Character limit: 300
If you don't see the highlight icon
Check that you are in Kanban view and not Table view.
Check that you have access to edit the deal. If you can only view the deal, you will see notes but not the option to add one.
Refresh the page and try again.