Writing notes is a way of saving relevant information to yourself, letting other workmates have warnings about a record or a task, having important reminders…
The notes in Bloobirds take great care of the user experience by providing tools and options for greater flexibility in the text format.
A note can be marked as a "Main Note," and this note will appear highlighted on the card, under the name of the "lead," "contact," "company," or "deal, as well as the activity feed of the object."
If in addition the notes are integrated, they will appear in the Salesforce notes section.
Do you want to see how it’s done?
Please sign in to leave a comment.