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.
  • Select Create Note.
  • Give your Note a title, then start jotting down your thoughts.
  • Select Open as page in 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.
  • Type @ followed by a Company or Contact name to link records to your Note as well.

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