Filters through your notes

Learn how to search through your notes quickly

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

There are a lot of documents floating around your organization - notes, account plans, personal notes, etc. Google Drive can make things more complicated with an endless hierarchy of folders and bad searchability.

In Podโ€™s Document Summary, all shared notes are accessible to the other members of your organization. We allow you to very quickly dig through the chaos with a quick action search back and a variety of sales-specific filters. You can filter based on:

  • Opportunity

  • Account

  • Stakeholders

  • Document Type

  • My Docs

  • Private notes only

  • Meeting assigned date

Filter through your documents in the shared summary page

Filter through your documents in the shared summary page


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