Improve your note-taking with a revamped experience across Opportunities and Contacts. Advanced search functionality, filter options and a neater view now makes it extremely simple to find and manage your notes.
What’s New?
✅ Filters & Sorting – Efficiently locate the desired notes with upgraded filter options and sorting by Date Created feature.
✅ Search Notes – Instantaneously find particular notes using the new search feature.
✅ Additional Contact Notes – Access notes connected to related contacts within an opportunity, ensuring full visibility.
✅ Cleaner & More Organized View – Effortlessly read and manage notes under both Contacts and Opportunities, offering a smooth experience.
How to Use?
1️⃣ Access Notes: Make your way to the Notes tab under Contacts or Opportunities.
2️⃣ Search Notes: Utilize the search bar to quickly locate relevant notes.
3️⃣ Sort & Filter: Employ sorting and filtering options to refine your view of the notes.
4️⃣ View Additional Contact Notes: Under Opportunities, implement filters to see notes associated with related contacts.