View and Create:
👉 Tasks
👉 Contacts
👉 Accounts
Tasks:
Scratchpad Command makes task management easy and collaborative. Need to create a task on the fly? We got you covered! Need to view your tasks in your email? Easy peasy, lemon squeezy. Never worry about needing to switch tabs or referencing a to-do list ever again!
Make sure you have enabled Scratchpad Command
Click CMD+J (Mac) or CTRL+J (PC) from ANY website to launch Scratchpad Command. (Pro Tip: Your email or LinkedIn are great places to start).
🪄 Pro-Tips:
If you would like to create a task, scroll down to Commands and click CREATE NEW TASK. From there, you can now fill in needed/desired fields. If you are missing any fields, grab them from the gear icon in the top right corner ⚙️
If you would like to view your already created tasks, scroll to the bottom and click TASKS
Command also gives you the ability to view and create tasks through your Google Calendar 🗓️ - learn more here!
You can view your entire Organization's Tasks with Command in Expanded View (Team and Business Plans only)
Contacts:
You can create a new contact directly from the Scratchpad Platform or anywhere from the web using Scratchpad Command!
Make sure to enable Scratchpad Command
On your keyboard, click CMD+J (Mac) or CTR+J (PC) to access Scratchpad Command
Select the option for "Create NEW Contact"
add any required fields by clicking the Fields Icon in the top right of the form
complete required fields and select Create Contact
*If there are fields missing from your creation sidebar, you can add them by clicking on the gear icon in the top right hand corner and select "Fields and Related Lists." From there, you can search for the desired fields by scrolling or typing it in the search bar. While in this section, you can also reorder your fields by grabbing the six dots to the right of the field name and dragging it to its new desired location.
See it in action ⬇️
Opportunities:
You can create a new Opportunity directly from the Scratchpad Platform or anywhere on the web using the Scratchpad Command feature.
On your keyboard, click CMD+J (Mac) or CTR+J (PC) to access Scratchpad Command
Select the option for "Create NEW Opportunity."
Add any required/additional fields by clicking the Fields Icon in the top right of the form,
Complete the required fields and select Create Opportunity
Accounts:
Ready to create new Accounts with ease and speed? We got your back!
On your keyboard, click CMD+J (Mac) or CTR+J (PC) to access Scratchpad Command
Select the option for "Create NEW Account"
Add any required/additional fields by clicking the Fields Icon in the top right of the form,
Complete the required fields and select Create Account
🪄 Pro-Tip: watch this video for a step-by-step on how to create all types of new records in Scratchpad!
Account and Contact Simultaneously:
We've all been there....in the heat of prospecting and you go to create your new contact and receive the Salesforce Error that an account needs to be added first. You open a new tab, create the account, go back to your prospecting site to remember the person, and finally create the new contact. This not only takes more time, but with the transitions between web pages you also have load time, and risk getting distracted in the middle of this workflow. In Scratchpad, we can create that new contact and new account all at the same time without ever leaving your webpage!
Here's how we can do this!
Open Scratchpad Command
Keyboard Shortcuts: Command+J (Mac) or Control+J (Windows)
Select Create New Contact
Bring in any fields you'd like, but be sure to include the Account Name*
From the Account Name text box, simply select Create New Account
Continue to enter relevant data, and select Create Contact when complete
Let's see this in action! ⬇️
Activities like Logging a Call:
Wish you could ✨ magically log a call from anywhere on the web? Well, meet Scratchpad Command! With Scratchpad Command you can easily log a call from any Chrome browser window anytime.
Step-by-step:
In Chrome, navigate to ANY tab.
Assure you have the Scratchpad Extension installed for Chrome.
*For this example, we will visit LinkedIn.
Access Scratchpad Command by using your keyboard shortcut
(Cmd+J on a Mac / Ctrl+J on a PC)Choose "Create new activity."
Click into the "Log a Call Tile" and fill out the information related to your call (Date, Status, and Activity Subtype will autofill)
Select "Create Activity" on the bottom right, and THAT'S IT!
Congrats 🥳 You just logged a call through Scratchpad Command!
Want to see it in action? Watch the video below ⬇️
Book a Complimentary 1:1 with a member of our User Delight team today!
Related Articles:
Questions? Chat with us in the corner through WISH or email us at [email protected]
Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.