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Note Template
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., ...
Create and Modify a Template
Introduction Note templates are reusable text snippets with dynamic fields (merge fields) that helps streamline note creation within your CRM. They are especially useful for: Standardizing internal notes Documenting call summaries or financial ...

Note Template