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 Buzz, you can 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:
Go to the Inbox tab, or Inbox View from the Prospects Tab.
Select "Notes" in the horizontal channel menu:
3. Type your note.
4. Click Create to save the 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 Tab: Notes related to specific projects, contacts, or tasks can also be found in the Notes section within the Inbox Tab. This allows you to see all relevant notes alongside other important information associated with the prospect.
Prospects Tab: The same Inbox display but opened in a pop-up window in the Prospect Tab when you click on a contact.
Need help? Our Customer Support team is ready to assist you with any issues or questions. Don’t hesitate to get in touch!