The OneNote extension enables the features of OneNote within Zoho CRM. Whenever you talk to leads, contacts, deals, or internal employees, you can quickly make a note of it. These notes can be easily added to OneNote from Zoho CRM with just a few clicks. You can add a text file or media file to a record in Zoho CRM, by attaching it to your note using this extension.
You can install the OneNote extension either from the Zoho Marketplace or log in to your Zoho CRM account and install it.
To install from Zoho CRM
Once the OneNote extension is installed correctly, the custom button Add Note will be added to the view page of Zoho CRM records.
To add a note
All the notes added to a record will be listed in its OneNote notes related list. In OneNote,
Click on a page from a section to view the notes created in Zoho CRM. Click on a section to open a list of all the notes added to that section as pages.
To view the notes
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