Do you want to keep your notes organized, tidy, and stay on top of fields across your customer’s journey? Create, view, update and share field sets!

Group fields together into sets for easier and faster updating.

Here's how:

  1. Click on the field sets icon at top right of your note.

  2. Create field sets grouped by stage or another way of grouping.

  3. View or 1-click update fields on your opportunity, account, lead or contact.

  4. Share field sets with individuals, roles or everyone in your organization.

Ideas for Opportunity Field Sets

You could have opportunity field sets for discovery, closed won, closed lost, next steps, main fields, etc.

Ideas for Account Field Sets

For accounts, consider sets for onboarding, renewal, growth, advocacy, at risk, churn and other stages you have in your customer journey that have associated fields to fill in.

Bonus 1: Update Additional Details on Tasks

Do you need to secondary info on tasks? Here's how to update additional details on your tasks when you log a call.

Bonus 2: Update Contact Info while taking Notes

In your note, click on a meeting attendee who is already a contact and update any contact level information in the field set sidebar too.

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