📒Enhanced Notes

Enhanced notes offer a convenient method for logging client interactions. In this section, we'll guide you through the following tasks:

• Create a new note

  • Defining the subject

  • Adding a body

• Modify existing notes

• Navigate through note history

  • Filter by user

  • Filter by role

✏️Creating a new note

1. Navigate to the lead or opportunity you would like to leave notes on

   

2. Click the dropdown arrow in the Notes section

   

3. Click on “New”

   

4. In the "Subject" field, enter the subject of this note. For instance, in this example, we'll use "Follow-up call."

5. In the “Body” text box, type the note you would like to make.

The “Body” text box supports up to 130,000 characters

6. Click on “Create Note” to save your note

🧭Navigating Note History

You can search through the note history in three different ways:

1. The “Search Notes” bar

   1. In the “Notes” component, click into the “Search Notes” text box

   2. Type your search criteria and press Enter to search:

      

The "Search Notes" bar will find matches based on your search criteria in both the subject and body of existing notes.

2. The “Filter By User” drop down

   1. In the “Notes” component select the “Filter By User” dropdown

   2. Select a user from the list

   3. Only notes made by the selected user will be shown

      

The "Filter By User" dropdown will display a list of users who have added notes to this record.

3. The “Role Filter Icons”

   1. In the “Notes” component you will find icons that represent different roles at your company:

      

   2. Choose one or more of these roles to display notes contributed by users in those roles.

      

User roles are managed by your Salesforce Admin.

🧹Modifying Existing Notes

1. In the “Notes” component, search for the note you would like to modify and click the pencil icon

   

2. In the “Edit Note” popup, make your desired changes

   

3. Save and close your note