Add a note and see a record's history
Open a company, person or deal in the CRM to write notes, read everything that happened with them and edit their fields.
Every company, person and deal in the CRM has its own page. Click a row or a card in the CRM to open it.
Write a note
- Open the record.
- In the Activity tab (or Notes), type in the note box.
- Press Enter.
The Notes tab lists every note with who wrote it and when. You can delete your own notes, and workspace admins can delete any note.
Read the history
The Activity tab shows what happened, newest first, under Last 7 days and then by month: when the record was created, added to or removed from a list, moved to another stage, a field changed, notes, emails and LinkedIn messages, investor updates you sent and meetings. Choose Show older to go further back.
Edit the fields
Across the top are the entry's key facts, like its status and amount. On the right, each list the record is in has a section with that list's fields, and Details holds the record's own fields. Click a value to change it.
A company's page also has tabs for the records linked to it, like People and Deals. When the company or person has a page on StartupCorners, On StartupCorners links to it.
Remove or delete a record
- To take it out of one list, open that list's menu on the right and choose Remove from and the list's name.
- To delete it everywhere, open the menu at the top right (More actions) and choose Delete with the record's kind, like Delete company. It leaves every list, and its notes and history go with it.