Notes can help you share information with your colleagues (read more info about notes). You can automatically add a note to a prospect, organization, or deal as a step of your workflow.

Create a note

Click on the plus sign and select Add note step and enter the note text. You can use the variables to make the note more informative.

Edit or delete a note

Notes can be modified or deleted directly from the prospect's, organization's, or deal's panel.

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