Use a Note Template
Introduction
Note Templates can be used from your Contacts, Deals, and Leads module only, to quickly create structured notes without needing to type from scratch or copy and paste from somewhere else.
Step by Step Guide
1. Navigate to a record (e.g., Contact).
2. Click the drop-down arrow on the top-right.
3. Select Note Template from the menu.
4. In the pop-up window, click on a note template to preview its content; choose the template you want to use by clicking Select.
5. Fill in the blanks and edit your note as usual.
You can also tag other users by typing @ and selecting their name from the dropdown menu7. Click Save. You can now see your note in the record.
Video Tutorial