Keep notes on your records
Write notes on your records, format them, edit them and find them again.
What you will learn
- Create a note
- A note saves as you type and is linked to the record you start it from.
- Format it
- Type a slash for headings, lists and quotes.
- Find your notes
- The Notes page lists every note with its record, author and date. My notes shows only yours.
Daily work
3 lessonsApprox. 7 min
Your progress0%
Related articles
- NotesWrite notes on your accounts, contacts and opportunities, format them with headings and lists, and find every note again from one page.
- MeetingsBring your meetings into PromptLab, prepare with AI, let the notetaker record them, and get the summary, transcript and tasks afterwards.
- IntegrationsConnect PromptLab to your email, calendar, messaging, productivity, and ERP tools to capture every customer interaction automatically.





