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Pinned Notes

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

Genius avatar
Written by Genius
Updated over 2 months ago

Users now have the option to "Pin" πŸ“Œ 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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