Premier · Notes
Keep context where the work happens.
Capture concise relationship and delivery context alongside the customer records and work it belongs to.
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Account notesExample workspace
Priority account / Next action
Security requirements
Confirm security requirements before Friday.
- Owner
- Account owner
- Next meeting
- Tomorrow, 2:30 PM
Activity around this record
Meeting completed
Proposal opened
Email received
Task completed
Note added
Notes
A note should not become another disconnected document.
Premier keeps note context associated with the relevant relationship or work record so teams can find it when it matters.
01
Record context
Keep notes associated with the relationship or work they describe.
02
Authorship and time
Make it clear who captured context and when.
03
Related work
Keep relevant deals, projects and next actions close.
04
Readable editing
Prioritize a clean writing and reading experience.
Premier
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