Client Notes
Client Notes provide an easy way to record and organize information about your clients.
Use them to capture meeting notes, document closing or handoff details, or record any other important updates.
All notes are fully text-searchable and are visible only to your team, so your clients will not have access to them.
Adding, editing, and deleting notes
To access a client’s Client Details information, simply click the Info tab within a client’s close page.
From the Notes tab, select Add to add a new note, Open to select an existing note, and Delete (red trash icon) to remove a note.
Note edit history
Open an existing note to view the edit history.
Note templates
The meeting note templates feature helps standardize your client meeting documentation. Once the template is saved, it can be used anytime your team takes meeting notes.
This video walks through the process of creating a Meeting Note template, and applying it to the client close.
Creating a Note template
To create a new Meeting Note template,
Go to Templates
Select the Notes tab
Choose Add new note template
Add info as needed
Choose Save Template
Applying a note template
To apply a Meeting Note template,
Go to the client's close page
Select Info at the top of the page
Go to the Notes tab
Select the Add button
Select the desired template from the drop down at the top right
Add any additional info, if needed
Select Save to add
