The Notes feature allows users to track and document important details related to contacts, opportunities, and companies. Whether you're managing client interactions or tracking business updates, this guide will help you navigate the Notes feature efficiently.

Where You Can Find Notes

Contacts Module

• Each contact has a dedicated Notes section.

• Notes can be created, searched, and filtered for that specific contact.

Opportunities Module

• Displays all notes linked to the primary contact of an opportunity.

• Filters allow you to view notes from additional contacts associated with the opportunity.

Companies Module

• Collects all notes from contacts linked to the same company.

• Offers a company-wide view of discussions and updates.

How to Use Notes Effectively

Adding a Note

1. Go to the Notes tab.

2. Click + Add Note to create a new note.

3. Enter the details and save the note.

Searching for Notes

• Use the Search bar to find specific notes by keyword.

• Sort notes by Date Created to track updates chronologically.

Filtering Notes

• Filter notes by associated contacts to view relevant information.

• In the Opportunities Module, apply filters to include notes from additional linked contacts.

Viewing Notes

• Notes appear in a list format, showing the timestamp and the creator’s name.

• Each note includes an association tag, making it easy to see which contact it belongs to.

By using the Notes feature efficiently, you can keep all critical details organized and accessible, ensuring seamless communication and follow-ups across your business.