Creating Notes with Surfe
With Surfe’s Notes feature, you can streamline your workflow by managing all your notes directly in one place, eliminating the hassle of constant toggling. All notes created in Surfe are automatically synced to your CRM.
You can create internal notes directly on a contact's or company's profile.
Or use the side panel to get an overview of all your notes and add new ones.
Creating Tasks with Surfe
With Surfe, you can easily create tasks from your contact's profile and we'll sync them seamlessly to your CRM. Say goodbye to switching between tabs—everything you need is centralized in one place for a smoother, more efficient workflow.
You can create your tasks directly on a contact's or company's profile.
Or use the side panel to get an overview of all your tasks and add new ones.
