Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organized view, finding and managing your notes is now easier than ever!

What's New?

✅ Filters & Sorting –

Quickly find the notes you need with improved filtering options and sorting by Date Created.

✅ Search Notes –

Instantly locate specific notes using the new search functionality.

✅ Additional Contact Notes –

View notes linked to related contacts within an opportunity, ensuring complete visibility.

✅ Cleaner & More Organized View –

Easily read and manage notes under both Contacts and Opportunities, providing a seamless experience.

How to Use?

1️⃣ Access Notes: Navigate to the Notes tab under Contacts or Opportunities.

2️⃣ Search Notes: Use the search bar to quickly locate relevant notes.

3️⃣ Sort & Filter: Use sorting and filtering options to refine your notes view.

4️⃣ View Additional Contact Notes: In Opportunities, apply filters to see notes linked to related contacts.