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Assign & Sync your document
Assign & Sync your document
Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

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 β€œSync” button, you will able to automatically sync your document to a Salesforce record, so that the rest of your team (not already in Pod πŸ˜‰) 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.

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