Notes are a great way to add details about a deal. Notes are shared - i.e., a note added by you can be seen by any other user in your organization
Here's how you add a Note:
From Company page
Click on the 'Other Notes’ option in the company Deal Flow CRM page.
Using the date picker, choose the date that you think should be associated with the note. Current date is displayed by default
Add a suitable title to the note
Type the note in the description box. You can add formatting to your notes as needed. E.g: You can add lists, bullets, headers, etc.,
You can add any supporting files or documents for the note
Click on the save button to save the notes.
Visit the CRM home page. Click on 'Notes & Documents' tab to add or view notes and documents
Click on the 'Add Notes & Documents' button to add a note. This will open a form
Search for a company that is already added to the Deal Flow CRM. You can only add Notes & Document to companies that are already added to the CRM
Repeat steps 2-6
From Deals view
Visit the CRM home page. Click on Add CRM Notes & Docs option via the kebab menu available on every company card. This will open a form.
Repeat steps 2-6
From Table view
Refer to column 'Notes & Documents' in the tabular view to see the summary of notes and documents added to that deal. Click on 'Add Notes & Documents' CTA to add notes or documents
On click 'Add Notes & Documents'. This will open a form
Repeat steps 2-6
Here's how you can view the Notes & documents added:
Company page
View all notes & documents added to a company from the Notes section of that company's CRM page
You can also edit/ delete notes from here
Notes & Documents view
View all Notes & Documents added in your CRM from CRM > Notes & Documents view
Table view
View all Notes & Documents added to a deal from the table view. Click on 'view all' CTA in the 'Notes & Documents' column in the tabular view. This opens a modal with all the notes & documents added to that deal