Client Notes
Client Notes provide a simple way to record and organize client-related information. They can be used to capture meeting notes, document closing or handoff details, or record other important updates.
All notes are fully text-searchable and visible only to the team; clients do 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 clients' meeting documentation. Once the template is saved, it can be used anytime the team takes meeting notes.
The video below 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
