Skip to main content
All CollectionsBasics for All Types of Users
How do I add a note for my deal?
How do I add a note for my deal?
Updated over a year 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.
​
​
To view and add notes, open a lead in the Leads tab.
​

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.

Did this answer your question?