Quick-Start: Notes

Notes are the best way to make sure you keep track of what prospects, leads or customers need or expect from you and your product or service

You can link notes to Salesforce records and either keep them private or sync them to Salesforce

Once you link a note to a Salesforce record, you can sync it by hitting the big green "Sync" button

The "Sync" button will only work if you make a change to a note (for example you change the content of the note by adding a new sentence)

No, absolutely not. However, we do recommend that you link all notes if possible.

Linking is the best way to keep your data clean and structured

You'll essentially ensure, that no information gets lost

Once you link a note to a Salesforce record, you can decide whether you want to sync it or not

If you know that you'll never sync this note, just set it to private by hitting the private toggle 

That way, Weflow will not even allow syncing and disable the "Sync" button until you un-toggle the private state again

Weflow built templates to make collaboration and updates even easier

Use templates to create playbooks for different types of sales calls

The true power of templates lies within the possibility to add Salesforce fields into the template and by doing so, allowing users to update a Salesforce record from within a note itself

If you work in Rev Ops or Sales Enablement, consider creating templates for your team that fit the sales playbook you want to see used by your team

If you work as an Account Executive or SDR/BDR, consider using Weflow's own templates or the ones created by our organization and adjust them to your own needs

You can do that by duplicating a template and saving it in your account

Use our filter options in the top left

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However, please note that deleted notes are also removed from Salesforce and cannot be retrieved by anyone.

Alternatively, you can also set the note to "Private". This will remove the note from Salesforce, but keep it available to you in Weflow.