Notes can help you share information with your colleagues. You can create them on a prospect's (organization's) timeline to highlight events outside of Overloop (e.g., a phone call or an online conference). You can also use notes to provide context to one of your teammates concerning a prospect, an organization, or a deal.
Create a note
You can manually create notes on a prospect or organization or automatically as a step of your workflows.
Create notes manually
Open a prospect (organization) panel and click the Note button to create a note. Once created, the note will be displayed in the prospect's (organization's) activity.
Create notes automatically from a workflow
You can automatically add a note to a prospect or organization as a workflow step.
Open your workflow, click the plus sign, and select the Add note step.
Enter the note text.
Edit or delete a note
To edit or delete a note, place your cursor on the note event. An Edit and Delete option will appear.
Mention users in a note
Type the @ symbol or click on it in the text editor and select the user you want to mention.
After you save the note, the user you mentioned will receive a notification that you mentioned them.