Selling
Notes
Notes is a notebook built into the CRM: your notes as cards on the left, with folders as chips above them, and the open note on the right. Notes are private to you and save as you type. Open it from Notes in the left rail or the sidebar.
See it instead of reading it. Finding your way around: a 2-minute guided tour on a sample board.
Write a note
- 1Click New note at the top of the notes column.
- 2Type a title. The first line of a note is its title.
- 3Press Enter and write the rest. There is no Save button: every change is saved a moment after you stop typing, and the top bar says Saved.
A note you leave completely empty is thrown away when you move to another note, so stray blank notes never pile up.
Organise
- Folders: the chips above your notes are your folders. Click + Folder to add one, double-click a folder to rename it, and hover it and click ✕ to delete it.
- Move a note: use the folder picker at the top of the open note.
- Pin: the pin button keeps a note at the top of every list.
- All shows every note from every folder; Notes is the default folder.
- Search at the top of the list matches any word in any note.
Deleting and recovering
Deleting a note moves it to Deleted (the last chip), where it stays until you delete it for good. Open it there and click Recover to bring it back. Deleting a folder moves its notes to Deleted too; they are never lost with the folder.
Notes are private to your account: teammates cannot see them, whatever the workspace's sharing setting. Each workspace has its own notes.