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Pinned Notes

How to save a note to the top of the customer deal card.

Written by Genius

Users now have the option to "Pin" 📌 notes to the top of the activity timeline. Pin and Unpin note that you want others to stick out as reminders or virtual "sticky" notes!

On Mobile

  • On iOS, simply swipe right to pin or unpin a note

  • On Android, press and hold to pin or unpin

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