/note¶
The /note command opens a form to quickly create a new note and associate it with a contact, company, or deal.
Usage¶
Opens an inline form for creating a note.
Form Fields¶
The note creation form includes:
- Title -- A brief title for the note
- Body -- The full note content (multi-line text area)
- Associate with -- Search for a contact, company, or deal to link the note to
- Pinned -- Checkbox to pin the note at the top of the record's notes tab
You
/note
Outsprint AI
[Form appears with fields for title, body, entity association, and pin option]
Quick Notes via Natural Language¶
You can also create notes without the form:
You
Add a note to Sarah Chen: Great call today, she's interested in the enterprise plan and wants a proposal by Friday
Outsprint AI
Note added to Sarah Chen's record.
Pro Tip
Pin important notes so they appear at the top of the record's notes tab. This is useful for key information like budget approvals or decision timelines.