Learn more on syncing your notes to SFDC, note-taking best practices, and more
Scratchpad Notes OverviewLearn how to create, view, format, sync, and organize your Notes!
Updating SFDC, accessing Cards and sharing your Notes
Update Salesforce Fields Directly From Your NotesKeep on top of Salesforce data entry by updating fields during or right after your meeting using Tiles
Share Notes with Teammates/ManagersProvide your colleagues access to your notes for better collaboration on opportunities, accounts, campaigns, etc in seconds!
Hand Written Notes and UpdatesWith the help of your tablet and stylus, hand write notes and pipeline updates in Scratchpad!
Accessing Enablement CardsUsing cards in notes allows you to access enablement information without disrupting your workflow!
How to View your Team's Notes in ScratchpadWant visibility to your team's Notes in Scratchpad? Follow along for some best practices!
Tips & Tricks just for you!
Folders for Upcoming Calls and Unfinished NotesBe prepared, proactive, and on top of needed action items with Notes!
Pre-Call & Post-Call Tile for Your NotesCreate a tile to quickly see and record the information you need before and after a call.
Saving Notes Shared with YouNever lose a note shared by a colleague again!
Strategies for Organizing Notes in ScratchpadExplore some of the great ways to organize your notes in Scratchpad
Undo in NotesUsing keyboard shortcuts to get back deleted note material.
A Better Way: Streamlining AE and SE Collaboration on Opportunities in NotesImprove collaboration across Sales Engineering and Account Executive teams from anywhere on the web.