securely and keep the data easily accessible and well-organized.
Notes let you record free-form text related to a specific record, such as a sales opportunity, future events, or a piece of customer information. With attachments, you can upload associated files with notes, such as images, videos, documents, and PDFs.
In the future, you can easily access this information whenever you need it to provide context, share important details with the team members, and offer document interactions with customers.
The notes and attachments become a valuable asset for your business. With our notes and