Scratchpad

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. Have a folder specifically for account notes. 

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

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

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

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Book a Complimentary 1:1 with a member of our User Delight team today!

<a href="https://help.scratchpad.com/en/articles/6589045-scratchpad-notes-overview" rel="nofollow noopener noreferrer" target="_blank">Notes Overview</a>

<a href="https://help.scratchpad.com/en/articles/6364895-folders-for-upcoming-calls-and-unfinished-notes" rel="nofollow noopener noreferrer" target="_blank">Folders for Upcoming Calls and Unfinished Notes</a>

<a href="https://help.scratchpad.com/en/articles/5482163-update-salesforce-fields-directly-from-your-notes" rel="nofollow noopener noreferrer" target="_blank">Update Salesforce Fields Directly From Your Notes</a>

Questions? Chat with us in the corner through WISH or email us at <a href="mailto:support@scratchpad.com" rel="nofollow noopener noreferrer" target="_blank">support@scratchpad.com</a>

Ready to make your sales team happy? <a href="https://scratchpad.com/contact" rel="nofollow noopener noreferrer" target="_blank">Talk to sales</a> or learn how to purchase Scratchpad <a href="https://help.scratchpad.com/en/collections/3609894-purchasing-scratchpad" rel="nofollow noopener noreferrer" target="_blank">here</a>.

- Questions? Chat with us in the corner through WISH or email us at <a href="mailto:support@scratchpad.com" rel="nofollow noopener noreferrer" target="_blank">support@scratchpad.com</a>
- Ready to make your sales team happy? <a href="https://scratchpad.com/contact" rel="nofollow noopener noreferrer" target="_blank">Talk to sales</a> or learn how to purchase Scratchpad <a href="https://help.scratchpad.com/en/collections/3609894-purchasing-scratchpad" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Book a Complimentary 1:1 with a member of our User Delight team today!

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