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
When you assign a suite of parameters to your document, it becomes much easier to search & reference your documents in the future.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!