Introduction:

1. Install Zoho Notebook extension in Zoho CRM
   
2. Navigate and use Zoho Notebook in Zoho CRM
3. Use Notebook AI in Zoho Notebook CRM
   

Installing the Notebook Extension

1. Access Marketplace
   In your Zoho CRM, go to Setup > Marketplace > All.
2. Find the Extension
   Search for Zoho Notebook for Zoho CRM and click Install.
3. Review Details
   Check and enable the permissions listed on the installation page.
4. Choose Users
   Once installed, you can select the user profiles or specific users who should have access to the extension.
   (Note: In case you are new to accessing Zoho Notebook, a new org will be setup for the Notebook app in which you can manage your notes.)
5. Agree & Install
   Accept the terms of service and complete the installation.
   

Onboarding Screen for Notebook Extension:
A new dedicated Onboarding section for the Notebook extension is now supported within the Zoho CRM app.

Custom Button:

1. The Write Note button can be found in the top-right corner of every lead, contact, deal, and account and calls record. Click on Write Note to create a text card.
   
2. If you need to create other types of notecards, click on the down arrow next to the 'Write Note' button and select a note type.
   
3. Notes that are created through the custom button will be associated automatically with the entity (lead, contact, deal, account, calls) under which they were created.
   
   

Note: You can only create notes with the custom button. In the other three options (related lists, page view, and CRM Noteboard), you can create, view, and perform other actions to notes.

Related List:

Accessing the Notes:

My Notes:

1. Go to Zoho Notebook in the top bar
2. If you can't see Zoho Notebook, click on the three dots in the top bar and choose Zoho Notebook.
3. You can view all notes, including the notes created in the Notebook, under the My Notes section.

1. Choose the type of notecard you want to create from the top-right corner and start writing.

1. Hover the cursor on the three dots in the top-right corner of the notecard
2. Choose the activity that you need to perform from the list of activities
   

1. Note Activities: Lists all the edits done in the notecard.
2. Delete: Remove the notecard.

1. Click on the notecard from the list in which you want to perform the note-related activity
2. In the displayed notecard, click on the three dots in the top right corner.
3. Select the note-related activity you want to perform.
   

1. Go to Zoho Notebook on the top bar.
2. Click on CRM Notes, located below My Notes.
3. You will now be able to view the dedicated CRM Notes, where you can access and manage notes associated with the records.

How to do it:

• Go to My Notes view in the Notebook extension tab.
• Select the personal note you want to associate.
• Click on the More actions (three dots) menu.
• Choose Move to CRM Notes.
• Select the related CRM record (Leads, Contacts, Deals, etc.) and confirm.

1. Go to Zoho Notebook on the top bar.
2. Click My CRM Board below My Notes.
3. You can view the exclusive CRM Noteboard, containing the notes categorized under the lists lead, contact, deal, and account within which they were created.

1. Click on the + icon at the top of the list.
2. Choose the type of notecard you want to create and start writing.
3. You can also search for notecards by clicking on the search icon next to the + icon.

1. Hover the cursor on the three dots on the top right corner of the notecard.
2. Choose the activity that you need to perform from the list of activities.

1. Click on the notecard from the list in which you want to perform the note-related activity.
2. In the displayed notecard, click on the three dots in the top-right corner.
3. Select the note-related activity you want to perform.

Notebook AI for CRM: The introduction of Notebook AI makes it easier than ever to enhance your notes directly inside the CRM. Whether you want to summarise long meeting discussions, correct grammar and tone, or expand on brief points, the AI can help you polish your content in seconds.

How to access:

• Open any note within the CRM.
• Click on the AI icon (visible on supported note types).
• Choose from options such as Summarize, Improve Writing, or Expand Content.
• Review the AI suggestions and apply them instantly.

• Navigate to a Call record in your CRM.
• Look for the Notebook related list section.
• Click Write Note or choose other note types (audio, checklist, etc.) from the dropdown.
• Save and manage notes as you would with other CRM records.

• Open the Notebook tab from the CRM’s top menu bar.
• Choose the CRM Board or My Notes view.
• Drag and resize panes to suit your working style.

You can keep a client’s deal notes open on one side, a call summary on another, and a checklist on a third pane - all in one view! This makes planning and execution much more efficient.

• While creating a note, select the Audio card and record your message or upload a call recording. (For now, manual entry is required. However, we are working on automating this process, and it will be rolled out soon)
  
• Once saved, click on the Transcript icon on the screen.
  
• The system will process and generate a text version of your recording, which you can edit or directly attach to the CRM record.

This feature is especially helpful for sales and support teams to document call outcomes quickly and share them with the team without additional effort.

1. Navigate to Marketplace.
2. Click Installed.
3. Click Zoho Notebook for Zoho CRM.
4. Click Uninstall.