We often hear that collaborating on deals brings unique challenges because nobody takes notes in the same place. Some use google docs, some use evernote, and rarely does anyone use Salesforce.
With Scratchpad Notes, you can record valuable deal information, link the Note to its respective Salesforce record, and share it with your team.
You can also easily find your team's Notes in Scratchpad and Salesforce.
Sharing Notes
Navigate to Notes from your Scratchpad Nav Bar
Select a Note and click Share in the top right
Share with individual team members to send them an email invite, or copy the link to the Note
As a reminder, Notes that are shared with you aren't saved to your list. We recommend creating a Note titled Shared Notes and housing your links there for easy access.
Finding your Team's Notes
Notes created by other team members are visible to all users, as long as they're linked to the respective record
Search for and open any record (e.g., an account or opportunity)
From the right menu bar, click Notes
You will see Notes created by you or your team, that were linked to this record
Linked Notes are also visible in Salesforce, learn more here
Simultaneous editing by multiple users is not currently supported. However, you can easily make updates to the Note after someone else has made their edits