How to pin your notes

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How to pin your notes



Step 1 Open up any lead and go to your Notes & Calls section. 



Step 2 Then simply click on this pin icon



Anytime you pin a note, it will be highlighted, so you can easily determine and distinguish which are your standard notes, as well as which ones you have pinned. You can pin both your calls and notes and they will pin in chronicle order. 


For example: If you add a new note and save it, if it is not pinned, this secondary note will be below the pinned ones.



This feature is fantastic for all of you who are leaving important notes about your conversations and things that you're going to likely need to reference or recall each time you're reaching out to the lead. All of these notes are easy to access, without you having to scroll endlessly or utilize different fields to find them.


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