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.

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.

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.

Yes, note fields can be customized to suit your organization's specific needs. For information on customizing note fields or exploring additional options, please contact our support team at [email protected].

Here's a recommended article for your reference: How do I customize my Notes fields

We hope this FAQ provides helpful guidance on leveraging notes for collaboration within your team. If you have further questions or need assistance, please reach out to us anytime.