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Easily create, edit, and share notes in real-time with your team on Company and Contact record pages.

Creating a note

  • The quickest way to create a note is by pressing the n key anywhere in your workspace
  • Alternatively, create a note in the notes tab of any record page by selecting Create Note
  • Pin your note to the bottom of your screen and navigate around your workspace

Collaborating on notes

  • View which members are currently working inside the same note with user avatars
  • Work together seamlessly with real-time updates across your screens
  • Mention members of your workspace using @ followed by their name
  • Type @ followed by a contact name to link records inside your note

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