Notes

Capture and find everything you need with rich, searchable notes.

• Creating a noteCapture every idea, meeting takeaway, and deal detail in one place with a note you can create in seconds.
• Formatting notes with the rich text editorTurn quick jottings into clean, structured documents with headings, lists, tables, checklists, and more.
• Getting AI writing help inside your notesDraft, polish, and expand your notes in seconds with AI writing help built right into the editor.
• Searching your notesFind any note in seconds by searching your list or asking the assistant to find notes by meaning.
• Linking a note to a contact, account, or dealConnect any note to the right contact, account, deal, or task so the full story stays with every record.