Add Notes to Deals

admin

2 min read

Updated: January 4th, 2022

You can add notes specific to your deals.

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

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.

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

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.

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