Access your notes anywhere

Learn how to find your notes directly through the Pipeline View

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week 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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