SeSummit enterprise
Summit: pricing call recap
Bruno wants 150 seats on the annual plan. Legal needs the DPA before they sign. Next: the order form goes out Wednesday, with the SSO rollout plan attached.
Ava ChenSep 21Notes · included in every workspace
Notes that stay with the deal.
Write notes on the contact, company or deal they're about. Read every note in one place, pinned and filed the way you work.
MMeridianSearch…⌘K
Sorted by CreatedFilterView settings
Pinned3
Ava ChenSep 21NTNorthwind Trading
Northwind renewal risks
Two admins left in August. Usage is down 18% on the warehouse team. Offer a training session before the renewal call.
Tom ReyesSep 15No record
How we run onboarding calls
Thirty minutes, one admin, screen shared. Import first, then the pipeline, then invite the team. Leave the reports for week two.
Kira DevlinSep 8Today2
Call with Bruno Feltrin
Bruno Feltrin
Sep 23
Bruno FeltrinSep 23SSO rollout questionsSOSummit OutfittersSep 23
Sep 23This week3
Harbor Labs demo feedbackHLHarbor LabsSep 22
Sep 22Kestrel renewal prepKKestrelSep 21
Sep 21Q4 territory ideasAva ChenSep 21
Sep 21Last week2
Northwind QBR notesNTNorthwind Trading
Sep 17
Sep 17Support handover for SummitSOSummit OutfittersSep 16
Sep 16From the call to the work.
Every note, from every record.
The Notes page lists what the team wrote across contacts, companies and deals. Read it as a list or a grid, grouped by day.
Write it where the work is.
Each record has a Notes tab with the composer already open. Type, press ⌘↵, and the note is filed on that record.
Action items become tasks.
Tick-box lines in a note turn into tasks with one click, linked to the note and the deal. Lines you already ticked stay put.
When a note outgrows itself.
A note that turned into a plan can become a doc. The note stays on the record, and the new page is filed against the same records.
Turn a note into work
The assistant reads a meeting note and proposes the tasks, owners, due dates and new contacts in it. Nothing is saved until you confirm.
Pinned notes and folders
Pin the notes you keep coming back to, and file the rest in folders. Move a note from its menu, or drag it between folders.
Where do notes live?
On the record they're about: a contact, a company, a deal, a ticket or any other record, in its Notes tab. The Notes page shows the same notes, all in one place, so nothing is written twice.
Can I write a note that isn't about a record?
Yes. New note asks which record first, but you can close the picker and write anyway. Link the note to a record later from its menu.
How do notes become tasks?
Write a checklist in the note and Create tasks turns the unticked lines into tasks, linked back to the note and to its record. With the assistant, Turn note into work also suggests owners and due dates, and you confirm each one first.
Can I share one note with one person?
Not yet. Who can read notes is set per member for all notes, not note by note.
Keep every call on the record.
Start today, or bring your own data to a demo and see it there.