Deals: Add Notes
Adding a Note within Deals
1.Click "Add a new note"
2. You then have the option of selecting the Note type and you can also use a Note template that a user has created. The drop down boxes will provide options once clicked.
3. You can also check the "Notify the Team" box alerting all team members of the note that's been added. This is important so that all team members are aware of meetings or other note types within the deal.