Scratchpad Help Center

Setup & Settings

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

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11 articles in this collection
Written by Oscar-Wyett Moore, Pouyan Salehi, Cristina Gil de Montes and 3 others

Notes

Tips and FAQs for working with the Scratchpad Notes

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17 articles in this collection
Written by Pouyan Salehi, Olivia Lynn, Joe Owens and 10 others

Tasks & Events

Tips and FAQs for working with the Scratchpad Tasks

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8 articles in this collection
Written by Cassie Adkins, David Hellyer, Joe Owens and 5 others

Pipeline

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

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24 articles in this collection
Written by Diane Garcia, Joe Owens, Olivia Lynn and 11 others

Scratchpad Command

Bring Scratchpad with you anywhere on the web

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6 articles in this collection
Written by Sam Brewer, Joey Rockman, Olivia Lynn and 2 others

Tiles

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

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5 articles in this collection
Written by Oscar-Wyett Moore, Beth Zirbel, Joey Rockman and 2 others

Commenting & Notifications

How to Comment and see your Notifications in your Inbox

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4 articles in this collection
Written by Alex Di Cenzo, Rickman Ryals, Kayla Thomas and 1 other

Sales Managers

Manager use cases in Scratchpad

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9 articles in this collection
Written by Joey Rockman, Oscar-Wyett Moore, Rickman Ryals and 2 others

Studio & Automations

Learn how to manage and leverage Studio and Automations

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11 articles in this collection
Written by Oscar-Wyett Moore, Carla Whyte, Olivia Lynn and 6 others

G Suite

Learn about how to get the most out of your Google Integration

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5 articles in this collection
Written by Kayla Thomas, Cassie Adkins, and Oscar-Wyett Moore

FAQ

A little bit of everything

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14 articles in this collection
Written by Brittany Eklund, Oscar-Wyett Moore, Cassie Adkins and 4 others