Easily create, edit, and share notes in real-time with your team on Company and Contact record pages.
Creating a Note
- Create a note in the Notes tab of any record page.
- Give your Note a title, then start jotting down your thoughts.
Open as pagein the top right to go full-screen for easy editing.
Collaborating on Notes
- View which Members are currently working inside the same note with User avatars.
- Work together seamlessly with real-time updates across your screens.
- Mention Members of your Workspace using
@followed by their name.
@followed by a Company or Contact name to link records to your Note as well.
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