Client Notes

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Checklists

      Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

    • @mentions

      Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

    Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.

    From the first touch through closing a deal, it’s important that your reps track the business-critical information they learn during conversations with your future clients. The Client Notes template standardizes how your teams capture information, while eliminating siloed messaging and note-taking applications that cause crucial info to fall through the cracks. When you embed a Quip document on a Salesforce Lead or Contact record your entire team can easily get up to speed, collaborate around action items, and stay focused on moving deals forward.

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Checklists

      Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

    • @mentions

      Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

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