Custom Notes

Notes feature in Cyndx allows users to add personalized, detailed annotations to individual profiles directly within the platform. Whether you're tracking outreach history, capturing key insights from a conversation, or organizing prospects by custom tags, this enhanced functionality makes it easier than ever to stay organized and strategic and collaborate with your team.

Where can I find the Notes feature?

How can I customize my notes?

Who can see my notes?

How can I use notes to collaborate with teammates?

You can access the Notes feature within the company profile. Simply navigate to the company profile and click on the last tab located beside Contacts to view and add notes.

To customize your notes field, click the pencil icon and edit the notes. You also have the option to view all notes for that company, where all notes will be listed.

Your notes are visible only to your teammates within your organization. They are kept private and cannot be accessed by individuals outside your company for confidentiality and privacy reasons.

To control who in your organization can access your notes, you have the option to make them private or public.

You can use notes to collaborate by adding important information, updates, or comments to specific items or records within your account. This allows you to share insights and coordinate with your team more effectively.

We want you to get the most from every search.

For quick assistance from our support team, click the Chat with Us button at the bottom right of your page and start a conversation.

For FAQs and detailed information on using Cyndx Finder go to Finder Help Center. For additional guides on other topics, please visit our Help Center. You can access both on your profile in the top right corner.