Access your Notes

Learn how to search and access notes through the Chrome Extension

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

While your navigate your records in Pod extension, you'll now be able to access all your Pod notes.

Search for a specific record (i.e., opportunity, contact, account, lead) and navigate to the "Notes" tab; you'll see all your notes. You can:

  • Search through the notes

  • Select and open a note document

  • Create a new note for a specific record

Access your notes directly in the Pod extension

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