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Access your notes anywhere

Learn how to find your notes directly through the Pipeline View

Patrick Monnot avatar
Written by Patrick Monnot
Updated over 10 months ago

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


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