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Collaborate via Notes & Coach Proactively
Collaborate via Notes & Coach Proactively
A guide to Scratchpad Notes collaboration and coaching for Managers and Account Teams.
R
Written by Rickman Ryals
Updated over a week ago

Collaborate and Coach with Ease!

Scratchpad makes it easy for managers and account teams to create, collaborate, and coach via commenting and team notes. Leverage Scratchpad Command to access team notes from wherever you're working.

πŸ‘‰ From Pipeline


Accessing existing and creating notes from pipeline views

  1. Click the expanding arrows or click once on a cell and press your spacebar to bring up the expanded view.

  2. Navigate to the Notes Icon on the right-hand side

  3. Select the Note you would like to access (yours or a teammate's) or click (+) to create a new note

  4. Begin editing, collaborating on, or creating the note!


Accessing existing and creating notes from Scratchpad Command

  1. Using Scratchpad Command, search for the record you desire and select it from the drop down.

  2. Navigate to the Notes Icon on the right-hand side

  3. Select the Note you would like to access or click (+) to create a new note.

  4. Begin editing, collaborating on, or creating the note!


Collaborate via Commenting on Desired Records

  1. From Expanded View from any record in your view, click the Comment Icon on the left menu bar within your Expanded View

  2. Select "New Comment" on the bottom of the sidebar that surfaces

  3. Select "Record" and enter your comments

    πŸ‘‰ Suggested: @mention record owner

The recipient's end


🚨 Ability to see other user's notes is paid licenses.


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