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.