Notes

Add notes to a customer

Capture context, meeting summaries, and reminders right where you need them. Add notes to a customer 1. Open a customer and go to Notes. 2. Write a note using the rich editor (headings, lists, and more). 3. Save — the note stays attached to that customer. Tip: Notes keep everyone on the same page about each customer.

Mention teammates in notes

Loop in a colleague by mentioning them inside a note. Mention teammates in notes 1. While writing a note, type @ and pick a teammate. 2. They receive a notification linking straight to the note. Tip: Mentions are a fast way to ask a question without leaving the record.