Advice and answers from the Scratchpad Team

Getting Started

Schedule your 1:1 onboarding session to get started with Scratchpad quickly and to learn best practices.

O P

5 articles in this collection
Written by Oscar-Wyett Moore, Diane Garcia, and Pouyan Salehi

FAQ

C O +4

17 articles in this collection
Written by Cassie Adkins, Olivia Lynn, Oscar-Wyett Moore and 4 others

Tiles

Quick access to the information you need, when you need it.

J O +1

5 articles in this collection
Written by Joey Rockman, Oscar-Wyett Moore, Diane Garcia and 1 other

Pipeline

Tips and FAQs for working with the Scratchpad views for your pipeline

Task

Tips and FAQs for working with the Scratchpad Task

M J

5 articles in this collection
Written by Maddy Low, Joey Rockman, and Olivia Lynn

Notes

Tips and FAQs for working with the Scratchpad Notes

Global Actions

Tips and FAQs for creating objects in Scratchpad

Scratchpad Command

Tips and FAQs for working with the Scratchpad Search

J S

3 articles in this collection
Written by Joey Rockman, Sam Brewer, and Olivia Lynn

Scratchpad

Information about our security, company, and more.

P

3 articles in this collection
Written by Diane Garcia and Pouyan Salehi

Admin Portal

Learn how to manage and leverage the Admin Portal

O

2 articles in this collection
Written by Oscar-Wyett Moore and Olivia Lynn

Sales Manager

This collection shares examples of manager use cases in Scratchpad