# Add notes for better collaboration and context

Notes can be added **when sharing segments**, providing valuable context. They can also be added to **specific accounts or developer profiles** for better collaboration and clarity.

Reo.Dev Notes help users clearly communicate the reasons behind sharing a segment. Without this context, team members may struggle to understand the significance of a shared account or lead.

Similarly, when an account or lead looks promising, the lack of notes can make it difficult to remember why it stood out. Users often have to revisit its activity history to piece together the details, which can be time-consuming. Notes solve this issue by providing clear, shareable context, streamlining collaboration and decision-making.

***

### **Adding Notes while sharing segment**

**Step 1:** Click on Share Segment from the 3 dotted menu&#x20;

<figure><img src="/files/TUEFszZCiP1sTbTcxhb1" alt=""><figcaption></figcaption></figure>

**Step 2:** Select the user you want the share the Segment with and add the relevant context behind sharing the Segment in the Notes sections.

<figure><img src="/files/AgXu0hZ0YKnUSRRRgRYx" alt=""><figcaption></figcaption></figure>

Users will receive an email notification informing them that a segment has been shared with them, along with the accompanying notes.

In the **"Shared with Me"** section, they can see the shared segment, who shared it, and any notes added for context.

<figure><img src="/files/DlZuZ59EcjwBrtWde7hn" alt=""><figcaption></figcaption></figure>

***

### **Adding notes to interesting accounts**

Click on any account from the accounts dashboard. Then, Click on **Notes.**&#x20;

<figure><img src="/files/OE7AmWFudRTl4WOOBxfL" alt=""><figcaption></figcaption></figure>

Add your notes. You can view all historical notes along with the details of who added them and when. You can also update the account status directly from here.&#x20;

<figure><img src="/files/1J3KikRjaL5RoMDSlrM2" alt=""><figcaption></figcaption></figure>

You can even edit and delete the notes that you have added.

<figure><img src="/files/hW2VuTCvu2vNHhlfFtMZ" alt=""><figcaption></figcaption></figure>

***

#### **Adding notes to a developer/buyer profile**

Navigate to the developer/buyers section and follow the same process as described in the above steps to add notes.

![](https://usercontent.us.prod.clueso.io/d06f019c-da0b-4d5b-9fdd-9630e7fd5d0f/4652342f-7ca1-42e1-90c8-4507b905b502/687ff80e-267d-4182-b32d-4e45423b115d/images/10776cba-6dcc-4002-b185-a808f5601af2.png)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.reo.dev/segments/add-notes-for-better-collaboration-and-context.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
