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.