2min

Notes Feature

We know how important it is to study your target profiles on LinkedIn before even making connections with prospects. You don't want important details to slip through the cracks, so you have to write them down before you forget. Although your CRM has the notes section exactly for that matter, imagine how great it would be if you didn't need to switch to the CRM to type down all your thoughts.

With our new Notes feature you can forget about going back-n-forth between LinkedIn and the CRM.

Write notes directly in the LinkedIn interface and don't stress: they are automatically synced to your CRM solution in real time.

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Use the side panel to get an overview of all your notes and add new ones:

Create new notes from the side panel
Create new notes from the side panel
Create new notes from the side panel
Create new notes from the side panel

You can open the “full focus” view by clicking on a note of your choice. Everything you write down will be synced with your CRM in real time



Open Full Focus Mode
Open Full Focus Mode













Updated 12 Apr 2022
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