Collections: Overview

Collections: Overview

What you can do: Group Notes

Collections are groups of note templates that you have in your Notes Library. You can add as many notes as you want to your Collections, including those that have tags, workflows, and attachments.


Collections can help you systematize your notes and create emails super fast. After adding notes to a collection, simply click the “Add All” button, and all the notes in the Collection will be added to your client's record. Below are examples of collections that you can create.

To learn how to create and use collections to speed up your process, click here: How to Create and Manage Collections

When you apply a Collection, it looks like your normal notes on the "Meetings."


1. How to Create and Manage Collection

2. If you have notes with workflows and tasks in your Collection, they will be triggered in your CRM when you apply the Collection.

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