Client Notes
Client Notes are a way to take notes about a client.
You can use them for taking notes when you have meetings with your clients, or for documenting closing/handoff information.
These notes are fully text searchable, and they are not seen by your clients.
Note history is only available for edits taking place on or after April 20, 2023.
Meeting 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 Notes template to your Client Info
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
