Go to Scratchpad

Advice and answers from the Scratchpad Team

Setup & Settings

Sign up, schedule a 1:1 and set up Scratchpad to your liking.

12 articles
Carla Whyte avatarCassie Adkins avatarAnji Patel avatar+4
Written by Carla Whyte, Cassie Adkins, Anji Patel and 4 others

FAQ

A little bit of everything

11 articles
Cassie Adkins avatarDavid Hellyer avatarAnji Patel avatar+3
Written by Cassie Adkins, David Hellyer, Anji Patel and 3 others

Scratchpad Command

Bring Scratchpad with you anywhere on the web

4 articles
SAnji Patel avatarJen Sprague avatar+1
Written by Sam Brewer, Anji Patel, Jen Sprague and 1 other

Notes

Tips and FAQs for working with the Scratchpad Notes

11 articles
Carla Whyte avatarAnji Patel avatarDavid Hellyer avatar+2
Written by Carla Whyte, Anji Patel, David Hellyer and 2 others

Logging Activity (Tasks, Events, Calls)

Log calls, events, and task with ease!

6 articles
Cassie Adkins avatarCarla Whyte avatar
Written by Cassie Adkins and Carla Whyte

Pipeline

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

16 articles
Anji Patel avatarDiane Garcia avatarCassie Adkins avatar+4
Written by Anji Patel, Diane Garcia, Cassie Adkins and 4 others

Tiles

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

3 articles
Cassie Adkins avatarAnji Patel avatar
Written by Cassie Adkins and Anji Patel

Studio

Learn how to manage and leverage all things Studio

9 articles
Cassie Adkins avatarAnji Patel avatarJoe Owens avatar+2
Written by Cassie Adkins, Anji Patel, Joe Owens and 2 others

Commenting & Notifications

Commenting, Notifications, and Collaboration!

3 articles
RAlex Di Cenzo avatarDavid Hellyer avatar
Written by Rickman Ryals, Alex Di Cenzo and David Hellyer

Sales Manager Use Cases

Learn best practices and ways to leverage Scratchpad to your advantage!

9 articles
OROlivia Lynn avatar+2
Written by Oscar-Wyett Moore, Rickman Ryals, Olivia Lynn and 2 others

A Better Way

Catch up with our YouTube videos and dive deeper into a better way to improve your sales workflow.

29 articles
David Hellyer avatarBeth Zirbel avatarCarla Whyte avatar+7
Written by David Hellyer, Beth Zirbel, Carla Whyte and 7 others

Purchasing Scratchpad

In just a few clicks, purchase a paid plan and upgrade your team's workflow today!

5 articles
Anji Patel avatarCassie Adkins avatar
Written by Anji Patel and Cassie Adkins