Why use notes?
Notes are a critical component to managing client files. We want to be able to provide transparency to the team, in terms of what may have been discussed with clients or what actions have been taken on file.
This ensures that key information can be shared amongst the group when entering a lead or deal.
From the Deals Dashboard click into the Deal Card you would like to add a Note for
The Add Notes section is the default selected when the Deal Details screen loads
Simply add the text that you would like to Note into the text box
Format your Note (optional)
SAVE
Detailed walkthrough:
1. From the Deals Dashboard click into the Deal Card you would like to add a Note for.
2. The Add Notes section is default selected when the Deal Details screen loads. Simply add the text that you would like to note into the text box. Then select "Create Note".
3. You can now view your note on the Activity Feed portal.
