Mobile App: How to view & create account notes

All your account data is at your fingertips. Create new account notes and edit them on the go.

Covered here:

Creating a new note

Go to the Accounts and tap on the account you need. Find the Notes tab and tap the New Note button there. You can mention your team members in notes using the @ symbol.

Viewing and editing notes

From the Notes tab of the account, you can view, edit, archive, and pin existing notes to the top of your list. Changes are automatically saved.

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