Bulk Upload and Pin Notes to the Top

Laura Maier
Laura Maier Member Posts: 23
First Anniversary First Comment
edited July 2022 in Sales CRM #1



I can bulk upload notes, which is great! But how can I make sure these important notes are getting pinned to the top of the Organisaion, Deal or Contact?


Thank you!





  • Boris Tsibelman
    Boris Tsibelman Member Posts: 841
    5 Likes First Anniversary First Answer Combo Breaker
    edited August 2021 #2

    There would be no way for you to get to to the top/pin it by default.

    They are sorted in date order 

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