It is important that you identify what your document is about. You can input a variety of parameters that will help you keep track of your notes. You can:
Make a document private (only viewed by you)
Assign a document type
Assign a specific meeting on your calendar
Assign a Salesforce report (opportunity, contact, lead, account)
By clicking on the Salesforce-branded “Sync” button, you will able to automatically sync your document to a Salesforce record, so that the rest of your team (not already in Pod 😉) can also view them.
Set parameters for your notes document
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