How to create notes in Weflow

Created by Philipp Stelzer, Modified on Fri, 30 Dec 2022 at 04:53 PM by Philipp Stelzer

One of the essential features of Weflow is the ability to create powerful notes on the fly with rich formatting options. Learn how!



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 to your notes 

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

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


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