You can add notes, comments on other notes or read what your team says about startups and companies. Any member of your Organization that has permissions can add notes, which you and others can see depending on permissions.

Add a note

  • Go to the Notes column in the Pipeline web page
  • Click the Notes column in the row where you want to add a note
  • Type your note in the text box
  • Press Enter

Tip: You can add line breaks in your note with Shift+Enter

Edit a note

  • Go to the Notes column in the Pipeline web page
  • Click the cell where you want to edit a note
  • Move your cursor onto the note you want to update
  • Click on the “pencil” icon to the right
  • Update the note in the text box
  • Press Enter to save your updates
  • Note: you can only edit your own notes

Delete a note

  • Go to the Notes column in the Pipeline web page
  • Click the cell where you want to edit a note
  • Move your cursor on the note you want to update
  • Click on the “x” icon on the right
  • Click the Delete button to confirm
  • Note: you can only delete your own notes