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Notes

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

Creating a Note

  • Create a note in the notes tab of any record page
  • Select Create Note
  • Give your note a title, then start jotting down your thoughts
  • 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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