If you're on a Revenue Team, you're most likely working in tandem with other team members on certain Opportunities and Accounts. It's helpful to have visibility to your team's Notes to ensure you are up-to-date and aligned on the latest information ✅
Not sure where to go to find Notes created by your team? We got your back 😎
Imagine you're a CSM working with your AE on the Account
"Grand Hotels & Resorts LTD"
You go into your Activity History Tile and notice that your AE had a recent demo with the office manager. This must mean that there are Account Plan Notes for you to dive into!
You open up Notes from the side-bar in your Expanded View, expecting to find the Account Plan Notes to begin your research. To your surprise, there aren't any Notes linked to the Account. Oh no! 😳
You then remember that AE's sometimes link their Notes directly to the Opportunity, so you start investigating 🕵🏼♀️
You pull up the Opportunity Record and check for linked Notes. AHA! There it is!
To make things more efficient, you go ahead and link the Note to the Account as well. This way, you can easily find the Note in the future - whether you're looking at the Account or Opportunity record ✅
