Notes

Scratchpad Notes Overview

High-Level Overview of Scratchpad Notes

Written by Cristina Gil de Montes
Updated over a week ago

Creating and using Note Templates

Learn how to create and use templates in Scratchpad Notes

Written by Olivia Lynn
Updated over a week ago

View & Create Notes from the Pipeline

Written by Joe Owens
Updated over a week ago

View & Create Notes from Anywhere on the Web

Create New Notes and View Existing Notes from Scratchpad Command

Written by Joey Rockman
Updated over a week ago

Hand Written Notes and Updates

With the help of your tablet and stylus, hand write notes and pipeline updates in Scratchpad!

Written by David Hellyer
Updated over a week ago

How to get Scratchpad Notes into Salesforce

Learn how to link and sync your notes to Salesforce

Written by Anji Patel
Updated over a week ago

How to format text in notes

Bullets, numbered lists, font size, bold, and more

Written by Joe Owens
Updated over a week ago

Linking Notes to Multiple Objects

In 1-minute learn how to link your notes to more than one object in Salesforce.

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Written by Sam Brewer
Updated over a week ago

Update Salesforce fields directly from your Notes

Keep on top of Salesforce data entry by updating fields during or right after your meeting using Tiles

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Written by Maddy Low
Updated over a week ago

Sorting Scratchpad Notes

Customize your notes to always find what you need!

Written by Diane Garcia
Updated over a week ago

Create and Manage Folders in Notes

Stay organized and help minimize search time by creating folders within your Scratchpad Notes

Written by Joey Rockman
Updated over a week ago

Share Notes with Teammates/Managers

Provide your colleagues access to your notes for better collaboration on opportunities, accounts, campaigns, etc in seconds!

Written by Carla Whyte
Updated over a week ago

Cards: What are they and how do I access them?

Using cards in notes allows you to access enablment information without disrupting your workflow!

Written by David Hellyer
Updated over a week ago

Pro Tip: Add Checkboxes to Your Note Templates for all your post-call to-do's

Stay even more organized in Scratchpad notes with checkboxes in your templates.

Written by Carla Whyte
Updated over a week ago

Pro Tip: Create a Folder for Upcoming Call Notes

Plan your day by creating Folders within your Scratchpad Notes

Written by Anji Patel
Updated over a week ago

Pro Tip: Create a folder for your unfinished notes

Pro Tip: Create a folder in your Notes section for unfinished notes

Written by Beth Zirbel
Updated over a week ago

Pro Tip: Create a Pre-Call and Post-Call Tile for Your Notes

Create a tile to quickly see and record the information you need before and after a call.

Written by Cristina Gil de Montes
Updated over a week ago

Pro Tip: Saving Notes Shared with You

Written by Vanessa Faircloth
Updated over a week ago

Pro Tip - Suggestions on how to organize your Scratchpad Notes

Explore some of the great ways to organize your notes in Scratchpad

Written by David Hellyer
Updated over a week ago

Improve Sales Coaching with Scratchpad Notes + Commenting

Combine Scratchpad notes and commenting for a great way to collaborate asynchronously

Written by Kayla Thomas
Updated over a week ago

Command Z in notes

Using keyboard shortcuts to get back deleted note material.

Written by David Hellyer
Updated over a week ago