Ideas

Link notes to company/people

The ability to add a note to clockwork and tag multiple people (or a company) without creating a deal. For example, you receive info on a company during a call with 2 of its employees. It would be great to add the note to the company for example, and tag or link the 2 employees so it shows in 3 places.

  • Guest
  • Jul 25 2023
  • Shipped
  • Attach files
  • +2