How notes work

A quick look at Notes: create a note, format it and link it to a record.

Os vídeos estão em inglês.

O que você vai aprender

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.

Tours rápidos

3 aulasAprox. 4 min
Seu progresso0%
  1. How meetings work1:38
  2. How tasks work1:05
  3. How notes work1:06