Module
El módulo Notes sirve para guardar información útil de verdad: ideas, llamadas, textos largos, resúmenes y contenido que luego puede convertirse en acción.
Main video
A short video to understand how to save useful notes and get value from them.
Create a note, edit it, save it and later use it as a base to organize your work better.
Quick guide
Just enough to get started without getting lost in menus.
To save ideas, calls, summaries, requirements or texts that you may later need to recover.
Create notes, link them to contacts, read them and use them as a base for summaries and follow-up.
Entras en Notes, creas una nueva, escribes o pegas el texto y guardas.
A clear and useful note today is better than a 'I'll do it later' that disappears into limbo.
Usual steps
Open the module and create a new note from the corresponding button.
Save important text without waiting for 'I'll do it later'.
Write it properly so it is truly useful later.
Recover it, share it or generate an AI summary if it fits what you need.
More videos
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Frequently asked questions
You can create free-text notes and save useful content to consult later.
The idea is that every important change is saved so information is not lost along the way.
Yes. The important thing is to keep them clear and, when appropriate, relate them to contacts or real work.
Still not clear?
Si esta ayuda no te ha resuelto lo que buscabas, usa el formulario central de ayuda. El módulo Notes ya irá seleccionado para que nos llegue mejor clasificado.
If we later publish a related video or explanation, we can notify you by email.
Next step
Cuando tengas Notes controlado, puedes seguir con el resto.