How Can I Quickly Add in Pre-filled Notes in UPilot?

While adding notes to your Contacts, Deals, or Tasks, you can now create your own process and add in prefilled notes based on the scenario at hand.

With the note templates, you can add in multiple options that can then be used in a single click. You can also prefill an @mention in your template to keep the right internal collaborators in the loop.

Adding a new note template

To add a new note template, you can:

1. Open any existing contact, deal, or task
2. Click on ‘Choose template’ at the top-right of the note composer
3. Click on ‘New Template’
4. Add in your template name along with the note content

Using a note template

Once you have added in your personal templates, you can quickly use them in the following manner:

1. Open the contact, deal, or task where you want to add the note
2. Click on the note composer to start typing in the note
3. Click on ‘Choose template’ at the top-right corner
4. Click on the template you want to use

Editing an existing note template

In case you have already added in your templates but would like to edit it, you can do the following:

1. Open any existing contact, deal, or task
2. Click on the note composer
3. Click on ‘Choose template’ at the top-right corner
4. Hover over the template to be added and click on the ‘edit icon’ on the right corner
5. Update the template name or content as needed
6. Click ‘Save’