Notes Box

Notes box plan objects are:

• Standard plan objects that allow you to view important information, such as notes, instructions, and reminders
• Useful when information or clarification needs to be provided, but there are no editable components for the plan object
• Used in plans and call plans

 

Notes box plan objects may be viewed from a plan or call plan Table of Contents or from a tab. If enabled, note boxes may also be added to your record overview page as a widget.

From the Table of Contents

1. Open a plan or call plan. If enabled, the Table of Contents is opened by default.

   

    

2. Click the notes box plan object name to open the plan object.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.
4. Click Close to close the plan object.

From a tab

1. Open a plan or call plan.

2. Select the tab the plan object is on, then scroll to find the plan object and view the information.

   

From an overview widget

1. Open an account, opportunity, partner, or your portfolio/territory overview.

2. Click the plan object widget to open it.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.
4. Click Close to close the plan object.

Additional resources and help links may be attached to a plan object. These resources provide you with supplementary information and tools, for example, a video, a template, or a quick reference guide.

 

1. Hover over each icon in the top right corner of the plan object to view details.

   

    

2. Click an icon to open the resource. The display behavior of a website or a document is determined by your browser settings. For example, a website may open in a new browser tab or window.

 

If you are viewing a plan object from a tab, then the help links are all under one icon in a drop down list. Click each drop down item to access the additional content.