Notepad
A personal notepad is coming in an upcoming version. Today notes live on your CRM leads as activity notes.
What is coming
Notepad will give everyone a personal space in Co-hub for quick notes, ideas and reminders to self, so thoughts do not end up on paper or in a separate app. Jot something down during a call and come back to it when you need it.
What you can use today
Notes already exist on CRM leads. Add an activity note to a lead and it lands on that lead's timeline, where your team can find it the next time they call. Want a notepad that fits how you work? Tell us what you would keep in it.
What you can do
Personal notes
A personal space for quick notes and ideas.
Quick capture
Write a thought down in seconds and find it later.
Activity notes on leads
Available today on every CRM lead.
On the lead timeline
Every note lands on the lead timeline, next to calls and follow ups.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.