Bulk Upload and Pin Notes to the Top

Laura Maier
Laura Maier Posts: 28
First Anniversary
edited July 28 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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    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