Articles tagged notes
Account Notes and When to Use Each Type
Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.
AI Assist on Notes
Every note your team saves gets an AI-cleaned version stored alongside the original. Faster to read, easier to skim, and the original is always there when you need it.