Bulk Upload and Pin Notes to the Top

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

Hi! 

 

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!

 

 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited August 2021 #2
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    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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