# Notepad Notes exist to reduce mental load.\ They give you a place to think, plan, and store context without turning those thoughts into deals or tasks prematurely. The Notes feature is intentionally lightweight.\ It is not a document system or a task manager. It is a fast scratchpad designed to support daily execution without leaving Fluid. Watch this short YouTube video showing how the note scratchpad feature works in Fluid CRM: *** ### What Notes are for Notes are designed to hold information that does not belong in a deal yet, or may never belong in a deal. Common uses include: * Follow-up reminders and loose to-dos * Ideas and brainstorming * Best practices and internal playbooks * Sales scripts and instructions * Personal or team reference notes Notes are flexible by design and do not enforce structure. *** ### Writing and formatting notes The Notes editor is built for speed. You can: * Write freely without templates * Use basic formatting such as bold text * Edit content instantly without save friction There is no document hierarchy or versioning. Notes are meant to be written, updated, and reused quickly. *** ### Tabs and categorization Notes are organized using tabs. You can: * Create new tabs for different categories * Rename tabs to match your workflow * Use tabs to separate topics such as: * Follow-ups * To-dos * Ideas * Best practices * Instructions Tabs help keep related notes grouped without forcing rigid structure. *** ### Color-coded tabs Each tab can be color-coded. Color coding helps you: * Visually distinguish categories at a glance * Separate personal notes from shared notes * Highlight high-priority or active areas Colors are purely visual and do not affect behavior or logic. *** ### Notes vs deals Notes are not deals. Key differences: * Notes do not appear in the Deals board * Notes do not have stages or values * Notes do not affect forecasting * Notes do not require reminders Use Notes for thinking and reference.\ Use Deals when there is an active conversation or outcome to track. *** ### What Notes are not Notes are not: * A task management system * A replacement for deal reminders * A shared knowledge base with permissions * A long-form documentation tool They are intentionally simple and fast. *** ### When to use Notes Use Notes when: * You want to capture something quickly * You are not ready to turn it into a deal * You need a flexible space for ideas or guidance * You want to reduce mental clutter without adding structure *** ### What to read next * Deals overview – managing active conversations * Deal reminders – structured follow-ups * Your daily follow-up workflow – execution flow inside Fluid --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/features/notepad.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.