Notes and Logging Activity
Use built-in notes, Evernote and OneNote for note taking.
- How do I log a postal mailing?
- How do I log a text message?
- How do I alert a team member about a note or To Do?
- How do I create a Built-In note from Cloze?
- Built-In Notes Overview
- How do I add a quick note to a timeline?
- How do I log call notes with Cloze Built-In Notes?
- How do I log in person meeting notes with Built-in Notes?
- How do I pin a note to the top of the Notes section?
- How do I edit a logged call to add notes?
- How do I filter the timeline to see all my notes?
- How to Create a To Do in a Built in Note
- How to tag team members in a quick note