The Notepad widget is your tool for capturing crucial customer details and reminders, streamlining your workflow, and providing immediate context for personalized customer conversations.

Using the Notepad widget:

Open a conversation from your Inbox or Smart Lists tab
Click Add note
Write your note and hit Save! (Your note will get lost if you miss this step).

What you can include in your notes:

Identification Records: Customer or product IDs from other systems for quick reference
Personalized Customer Details: Key information such as customer preferences, products they own, or specific needs
Opportunity Reminders: Notes about potential visits, meetings, or conversations

TIP: Create official reminders by going to the Accounts page and clicking Add Task. Set up a due date, status, priority, and more — stay on top of your meetings!

TIP: Regularly update notes with fresh information from recent conversations — so you’ll always be prepared for your next one. Happy note saving!

To view a note	To edit a note	To delete a note
Click on the toggle button for a preview. Click on the pencil icon to view the whole note.	Once you’re in the note, make your edits and hit Save! Note: If you don’t want to make any changes, click the X icon (in the top right of the widget) or Cancel (in bottom left corner of the widget) to close the note.	Click on the pencil icon in the Notepad widget Hit Clear if you’re sure you want to clear the note. Click Confirm in the pop-up. Remember to hit Save.

How to take customer notes

Using the Notepad widget:

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