Posting Notes to Highrise

If you are editing a lot of deals in Tracks either in the edit deal view or the pipeline view then your Latest Activity feed in Highrise can clog up quite quickly. Now there is a way to stop this!

Today, we added the option to switch off notes that are posted to Highrise from Tracks. And don’t worry, even if you do switch this off you can still post a note from the edit deal page, if you select “Post a note to Highrise”, so it’s never completely gone! Here’s a quick demo: