Bulk Upload and Pin Notes to the Top

Laura Maier
Laura Maier Member Posts: 23
Second Anniversary 10 Comments
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: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    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