Scratchpad Command makes it easy to collaborate with your teammates. Create new notes, view previous notes, and even view notes from your co-workers. Our new Scratchpad Command Sidebar helps you take notes on the go.
First you have to make sure that you've turned on the integrations for Scratchpad Command and Salesforce.
Click on the settings icon ⚙ in the bottom left hand corner of your screen
select integrations from the menu on the left
click Add for Scratchpad Command (on the top) and Salesforce (on the bottom).
Click CMD+J (Mac) or CTRL+J (PC) from ANY website to launch Scratchpad Command. (Pro Tip: Your calendar or LinkedIn are great places to start).
In the top of the pop-up window, type and search for the opportunity you want to view. No need to hit enter, simply select the correct record from the list that populates below.
You should now see a side-bar on the right side of your screen
In the upper right hand corner select the little pop-out icon (it says "open apps" when you hover over it)
From this pop-out view you can see Notes icon on the side menu - you can click on and select any note from this list
You can create a NEW Note by clicking on the plus sign to the right of your name
These Notes will automatically be linked to the Opportunity (or Account or Contact) you searched for
Additional Features - With a Team or Business Plan, you can view notes from your co-workers too!!
Questions? Chat with us in the corner via WISH, or email us at [email protected]
Need more help? Book a free 1:1 session with a Scratchpad workflow specialist!
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