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Notes

Create notes and mention your team members to share info

Oleksandra Vasylieva avatar
Written by Oleksandra Vasylieva
Updated over a week ago

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.

  1. Open your workflow, click the plus sign, and select the Add note step.

  2. 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.

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