How it works

• Creating notes - Click Notes in the sidebar, then "+ New" to create a note with title, body content, and linked records.

• Note organization - View all notes in a sortable list showing title, creator, creation date, last update, and linked relations.

• Viewing options - Sort by any column, apply filters to find specific notes, and see content previews in the list view.

• Note management - Click Options menu to add to favorites, open full view, export content, or delete notes permanently.

• Collaboration - All notes are workspace-visible with creator attribution and update timestamps for team transparency.

• Relations system - Link notes to People, Companies, or Opportunities to maintain context and enable cross-referencing.

• Personal favorites - Star important notes for quick sidebar access (favorites are user-specific, not shared).

Tips

• Create templates for recurring note types like meeting agendas or call summaries 

• Use relations to ensure notes are discoverable from relevant records 

• Establish naming conventions for easy searching and filtering 

• Regular review and archive old notes to keep the workspace organized

FAQ

Q: Where can I write notes about a person or company? 

A: Go into the record and click the "Notes" tab to write and attach your notes.

Q: Are notes private or shared with my team? 

A: All notes are visible to your workspace. Private notes are not currently supported.

Q: Can I format text or add images to notes? 

A: Basic text is supported now; formatting and image features are coming soon.