Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.
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Best Practices

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.
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