Whether you’re tracking meeting minutes, brainstorming ideas, or jotting down reminders, having a system for creating and managing notes can significantly improve your efficiency.
Keeping detailed notes is crucial for staying organized and remembering important information. With the introduction of our new feature, you now have the ability to create individual notes directly from your inbox, enhancing your ability to keep track of important details related to your projects, clients, or daily tasks.
How to Create a Note?
Follow these simple steps to quickly add a Note to your system:
- Enter the Inbox, or Inbox View from the Prospects Tab
- Select "Note" in the horizontal Channel menu
- Click "Create Note"
- Type your Note
- Save your new Note
Where Can I Find My Created Notes?
After creating a note, you might wonder where it goes and how you can access it. Here's how:
-
Inbox View: Notes related to specific projects, contacts, or tasks can also be found in the "Notes" tab within the Inbox View. This allows you to see all relevant notes alongside other important information associated with the Prospect.
- Prospects View: The same Inbox display but opened in a hovering window with the Prospect Tab when you click on a contact.