Add Notes to Deals

Icon admin
2 min read

You can add notes specific to your deals.

1. Go to the ‘Sales’ tab and select ‘Deals’ underneath.

saphyte deals tab

2. Click on the specific deal you want to add notes to. You can also use the ‘Search’ box and the filter for easier search of your deals.

saphyte deals filter search
search box
Filter Option

3. Under the ‘Notes’ tab, click on ‘+ New Note to begin adding your notes.

saphyte add note to deal

4. Add details to your notes such as ‘Title’ and ‘Content’. You can format your content with the use of the ‘formatting toolbar’ and also select the color of your notes.

saphyte deals note content
Format your notes content
format notes
Select the color of your notes

5. Once done, click on the ‘SAVE’ button