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 Pod’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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