Overview
Pinning a note keeps it somewhere you can find it quickly instead of scrolling the activity log for it.
You choose who sees it pinned: just you, or everyone on your team.
Steps
Step 1: Hover over the note
Hover over any note and the Pin option appears.
Step 2: Choose who it is pinned for
Pin for me — only you see it pinned
Pin for everyone — the whole team sees it pinned
Step 3: Find your pinned notes
Click the pinned-notes button on the right. Everything you have pinned is listed there.
Unpinning
Hover over the note again and choose Unpin for me.
Important Notes
Pinning is not editing. The note stays where it is in the activity log; pinning adds a shortcut to it.
"Pin for me" is private to you. Your teammates still see the note normally, just not pinned.
"Pin for everyone" is the one to use for something the whole team needs — a seller's access instructions, a title issue, a do-not-call request.
The same hover menu does both pinning and unpinning.
Troubleshooting
You cannot see the Pin option
Hover over the note itself rather than clicking it. The option only appears on hover.
A teammate cannot see the note you pinned
You probably chose Pin for me. Pin it for everyone instead.
You cannot find a note you pinned
Use the pinned-notes button on the right rather than scrolling the activity log.
Summary
Hover over a note, click Pin, and choose Pin for me or Pin for everyone. Open the pinned-notes button on the right to see them all, and hover plus Unpin for me to remove one.