Capabilities

New Note

Create a new note to capture information.

• Go to the Notes page

• Click New Note

• Enter note content

• Optionally link to a contact or deal

• Save the note

Edit Note

Update an existing note.

• Open a note

• Edit the content

• Changes save automatically or on save

Delete Note

Remove a note permanently.

• Open the note

• Click Delete Note

• Confirm deletion

• Deleted notes cannot be recovered

Link Note to Deal

Attach a note to a deal.

• Open or create a note

• Select Link Deal

• Choose a deal

• Save

• The note appears in the deal activity

Link Note to Contact

Attach a note to a contact.

• Open or create a note

• Select Link Contact

• Choose a contact

• Save

• The note appears in the contact activity

Creating a Note Template

Create reusable note templates.

• Go to Templates

• Click New Template

• Enter template name

• Add template content

• Save the template

Sharing Public Link

Share a note with external users.

• Open a note

• Click Share

• Enable Public Link

• Copy the link

• Anyone with the link can view the note

Sharing Private Link

Share a note with restricted access.

• Open a note

• Click Share

• Enable Private Link

• Select allowed users

• Copy the link

• Only selected users can view the note

Focus Mode

Focus mode opens the note in full screen.

• Open a note

• Click Focus Mode

• The editor expands to full screen

• Exit focus mode to return to the notes list

Pin to Page

Focus mode opens the note in full screen.

• Open the note you wish to Pin

• Click the pin icon in the top right

• Use the chat bubble to open it anytime on that page.