Shared notes are custom insights that can be added to any organization profile (companies, investors, schools) to help individuals and teams prioritize prospects. Once a shared note is applied, it will be visible to anyone on the team.
To find the organizations associated with a given note, users can filter their search for accounts that have shared notes or accounts that feature specific keywords in their shared notes.
Using this shared knowledge, individuals and teams can quickly inform their outreach and understand which prospects provide the most opportunity. Shared notes also help drive team productivity by eliminating information that is often lost within personal emails and messages.
To learn how to add, edit or delete your own notes, click here!
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