Enhanced note management across Opportunities and Contacts

Take command of your notes with an improved experience in Opportunities & Contacts. With improved search capabilities, filters, and a more efficient view, managing and finding your notes has never been easier!

What’s New?

✅ Filters & Sorting – Swiftly locate the notes you require with the help of enhanced filter options and sorting based on the Date Created.

✅ Search Notes – Immediately find specific notes using the newly-introduced search feature.

✅ Additional Contact Notes – See notes connected with related contacts within an opportunity, ensuring total visibility.

✅ Cleaner & More Organized View – Effortlessly read and manage notes under both Contacts and Opportunities for a smooth experience.

How to Use?

1️⃣ Access Notes: Go to the Notes tab under Contacts or Opportunities.

2️⃣ Search Notes: Use the search bar to quickly find relevant notes.

3️⃣ Sort & Filter: Use sorting and filtering options to enhance your notes view.

4️⃣ View Additional Contact Notes: Within Opportunities, apply filters to see notes linked to related contacts.

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