Notes

There might be a need to write some comments , description or other information on a deal. For this purpose there is an extra tab on saved deals were users can make notes.

Go to a deal  that you need to add some information on.

Click on the Notes tab 

Enter the text ( max 4000 signs) and press Add Note

The note is now added. You can see who added the note and when it was done. 

It is possible to edit your own notes, but not the ones someonelse has written.

If several notes are added they will be shown in descending order after date and time, number of notes will be shown on the tab.

There is a report column called Deal Notes, so in reports you can see number of notes on a specific deal. To read the notes you need to go to the deal.

It is also possible to make selections in reports to select deals that has Notes.