For the notes assigned to a specific Salesforce record (i.e., opportunity, contact, lead, account), you can access your notes directly:

In the Pipeline View...

Acces notes through the pipeline view side drawer

As well as in the Pod extension...

Acces notes through the Pod extension

Related Articles:

...

💡 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!