Notes can help you share information with your colleagues. You can create them on a prospect's (organization's or deal's) timeline to highlight events that happened 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 create notes manually directly on a prospect, organization, or deal page. Or automatically as a step of your workflows.
Create notes manually
Open a prospect (organization or deal) panel and click the Note button to create a note. Once created, the note will be displayed on the prospect's (organization's or deal's) activity.
Create notes automatically from a workflow
You can automatically add a note to a prospect, organization, or deal as a step of your workflow.
Open your workflow, click on the plus sign, and select the Add note step.
Edit or delete a note
To edit or delete a note, place your cursor on the note event, an Edit and a 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 mentioned user will receive a notification that you mentioned them.