Here is an overview of what you can do with notes in Weflow

  • Use note templates

  • Link notes to Salesforce records

  • Open the panel while editing a note

  • Add Salesforce fields into your notes

  • Set notes to be private so they will never be synced to Salesforce

  • Add tasks, images, lists (numbered; bullet points)

Want to learn how to create templates? Check this guide out.

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