Step-by-Step Instructions
ReshapeX lets you create and manage notes in a few different ways. Here’s how to do it:1. Create a note from the dashboard
From the Dashboard, click on Notes then + New Note- A note editor will open
- Begin typing your content directly
- Rename the note by clicking Edit Metadata, then click Save
2. Create a note within an opportunity
You can also create notes directly within specific opportunities:- Click Opportunities in the sidebar.
- Select the opportunity where you would like to add a note.
- Scroll to the Notes section
- Click the Notes tab within the opportunity.
- Give it a name like
Factory Walk Notes, then click Save - Begin writing your note in the editor
Notes help you stay organized, whether you’re tracking general ideas or documenting a specific customer opportunity.
✅ Tip: Changes to notes are automatically saved. If the save icon is grayed out, that’s because there’s nothing new to save.