How-to
Notes
A note is written context on a record. It is not a task and it does not approve anything.
Where it is
Section titled “Where it is”Sidebar, Workspace, then Notes. Notes also open on the record they were written against.
What you do
Section titled “What you do”Write what happened: a call, a decision, a fact that is not a field. A note does not move a deal stage and it does not complete an approval. If someone must act, create a task. Tasks are on Tasks.