Adding and Managing Notes

Modified on: Thu, 30 Jan, 2025 at 6:45 AM

The Notes feature allows users to document and track important information related to contacts, opportunities, and companies. This guide will walk you through where notes can be found, how they function in different sections, and how to manage them effectively.

TABLE OF CONTENTS

Feature 1 - Contacts Module
Feature 2 - Opportunities Module
Feature 3 - Companies Module
How to Use Notes?

In actionable, easy-to-understand language, describe the different features or elements of your product and how to use them. Feel free to add code snippets, embed videos, files, images and checklists in these sections where applicable.

Feature 1 - Contacts Module

Notes can be created and viewed only for the selected contact.
Each contact has an individual Notes section where you can add, search, and filter notes.

Feature 2 - Opportunities Module

By default, you will see all notes associated with the primary contact of the opportunity.
You can apply filters to view additionalcontacts’ notes linked to the opportunity.

Feature 3 - Companies Module

The Notes section consolidates all notes from contacts linked to that company.
This provides a company-wide view of relevant discussions and updates across associated contacts.

How to Use Notes?

Adding a Note

Navigate to the Notes tab.
Click + Add Note to create a new note.
Enter your text and save.

Searching for Notes

Use the Search bar to find notes by keywords.
Notes can be sorted by Date Created to help with chronological tracking.

Filtering Notes

You can filter notes by associated contacts to view relevant entries for multiple linked contacts.
In the Opportunities module, apply filters to check notes from additional contacts.

Viewing Notes

Notes are displayed in a list format, showing the timestamp and the creator's name.
Association Tag: Notes associated with specific contacts can be identified using the contact name link.