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Hot Notes Card
The Hot Notes card allows you to add hot notes and standard notes to accounts.
Hot Notes
Hot notes display in the Hot Notes card and convey important information for working an account. The system retains the notes only until you clear the card. You can modify or delete hot notes that other users created.
Standard Notes
Standard notes display in the Notes panel. You use standard notes to track changes and save information about an account. The system retains the notes indefinitely. You cannot modify or delete standard notes.