What You'll Learn
How to add notes to project and company pages
How to edit and delete existing notes
How to quickly find all your notes in one place
Why Use Notes
Leave messages for colleagues
Track post-call or post-outreach information
Add additional contact details or company info
Record your interest level in projects
Store research findings and follow-up actions
Adding Notes
On Project Pages
Go to any project page
Click the Notes tab (second to last tab)
Type your note in the text box
Click Send
On Company Pages
Go to any company page
Click the Notes tab (second to last tab)
Type your note in the text box
Click Send
Managing Notes
Edit: Click the edit button, make changes, and click save
Delete: Click the delete button to remove the note
View History: See who left each note and when
Finding Your Notes
Quick Access Method
Go to Saved section at the top
Click the Notes tab (last tab)
View all your notes in two sections:
Projects with notes
Companies with notes
What You'll See
Project/company name
Last note date
Option to add more notes directly from this view
Tips
Notes stay on the original pages permanently
Use the Saved section for quick access to all your notes
Great for team collaboration and personal reminders
That's it! You can now add notes anywhere and easily find them later.