Enhanced Notes Management across Opportunities and Contacts

Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organized view, finding and managing your notes is now easier than ever with Connectly!

What’s New?

✅ Filters & Sorting – Quickly find the notes you need with improved filtering options and sorting by Date Created.

✅ Search Notes – Instantly locate specific notes using the new search functionality.

✅ Additional Contact Notes – View notes linked to related contacts within an opportunity, ensuring complete visibility.

✅ Cleaner & More Organized View – Easily read and manage notes under both Contacts and Opportunities, providing a seamless experience.

How to Use?

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

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

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

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

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