Tips & Tricks just for you!
6 articles
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.