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Templates for Notes in CRM

We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling to view all info in the left-hand banner and those fields are not formattable. 

 

We have access to pinning of notes through the beta (very valuable) and I'd love to pin this template to the top of every deal.

1 Comment
ndwilliams3
Advisor

Totally agree this would be a great feature. Our sales team also has specific questions they try to get answered during a call. Some of this data would be great to have as contact properties as well. However, adding all this to the about section would be too much. Having the ability to load a form template within the notes section would be great. When saving, it would update the corresponding contact properties, but also save the data in the note activity on the timeline (similar to how form submissions look).