How notes work
A quick look at Notes: create a note, format it and link it to a record.
What you will learn
- Create a note
- Click New note and write a title and the text. There is no Save button.
- Format it
- Style your text in the editor as you write.
- Link records
- Link the note to an account, contact, opportunity, meeting, call or sample.
Quick tours
3 lessonsApprox. 4 min
Your progress0%
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