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Strategies for Organizing Notes in Scratchpad
Strategies for Organizing Notes in Scratchpad
Explore some of the great ways to organize your notes in Scratchpad
David Hellyer avatar
Written by David Hellyer
Updated over a week ago

Taking time to search though stacks of notes detracts from the efficiency of your workflow. Below are three suggestions on how to best organize your notes!

  1. Organize by Account

    1. Have a folder specifically for account notes.

  2. Organize by month or date

    1. Have a folder created for the year with child notes for each month.

  3. Organize by Territory

    1. Have a folder for each territory you are responsible for. Add child notes for each of the accounts or opportunities in said territory

Here's how this could look for you!

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