You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the notes get pinned.
To view the enhancement:
Navigate to Pipelines
Click on a Deal Cards
Click to the Notes section
Click to add Notes
Type the note and mention Agents/ Policy/Contacts or Account.
Once the notes are added click on Save
Navigate back to the Notes section
Click on the Pin icon
The notes will be pinned on the top.
If there are multiple notes that are pinned, they will appear in different colors.
You can click on the 3 dots, to either minimize/maximize or unpin the notes from the top.
Once unpinned you can pin it again from the Notes section by clicking on the Pin action.
- In case any edits are made in the Pin section, it will get updated in the pinned section.
- If you delete the note it will get deleted from the pinned note section as well.
