Sales users can now collaborate more easily by sharing notes with their teammates or Chatter groups. Recipients of a shared note can view notes but not edit them. This feature is available in both Lightning Experience and Salesforce Classic.
Here’s how users share notes.
- Open a note you want to share.
- Click Share (1).
- Choose whether to share with a user or a group (2) and enter the names.
- Choose whether to let recipients share or unshare the note (3).
- Click Share.
The users you share with receive an email with a link to the shared note.