Shared guide

How to add a note to a deal

Step-by-step guide covering: Click the CRM section; Click the Deals link; Click the HMO deal; Click the Create a new button.

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Step-by-step Guide8 steps

  1. Click the CRM section

    Click the CRM section
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  2. Click the Deals link

    Click the Deals link
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  3. Click the HMO deal

    Click the HMO deal
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  4. Click the Create a new button

    Click the Create a new button
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  5. Click here to add a note

    Click here to add a note
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  6. Type 'Schedule onboarding meeting' in Create a Note

    Type 'Schedule onboarding meeting' in Create a Note
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  7. Click here to add a note

    Click here to add a note
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  8. Click the Create note button

    Click the Create note button
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