Here is a 1-minute video that shows how linking your call notes helps you stay on top of your opportunities, accounts, contacts, and leads

  1. Open the note you would like to link to Salesforce

  2. Click "Link note to Salesforce" or "Edit" next to the object already linked

  3. Search for any record type. Account, Contact, Lead, and Opportunity

  4. To view your note in Salesforce click the cloud icon in the top right corner of the note

Feel free to schedule an onboarding session with us to learn how linking your notes to salesforce objects accelerates customer conversations

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