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How do I add a note for my deal?
How do I add a note for my deal?
Updated over a week ago

It's important to keep notes in each of your leads to remind you and your team members about the important details of the properties in your account.
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To view and add notes, open a lead in the Leads tab.
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Click Activity.


You may add new notes and attachments to your leads by clicking the Add button.

Click Add Note.

Type in your notes. You may also mention/tag your team member by clicking the "@" button at the bottom and clicking their name.

You may also attach files by clicking the Attach button and selecting a file from your computer or mobile.

Lastly, click Post Note.

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