How to Add New Notes
Keep your real estate details in one place with notes
How to Add New Notes
Detailed notes allow you to provide a more personalized experience for your clients. Use these steps to capture, format, and secure vital information within a client's profile.
Phase 1: Creating a Note
Navigate to Notes: Click the Notes tab in the main navigation bar to access your central notes dashboard.
Start the Process: Click the + Add Note button located at the top right.
Input Details: Enter a clear Title and specify the Client Details in the provided fields.
Phase 2: Formatting and Finalizing
Customize Content: Type your information into the Content box. Use the formatting toolbar to apply bolding, headers (H1, H2, H3), or bulleted lists to make the note scannable.
Attach Documents: If applicable, scroll to the Attachments section and click Add Attachments to upload supporting files.
Save: Click Save Note to finalize the entry and store it in your records.
Pro Tip: You can use the search bar within the Notes tab to quickly find specific entries by searching for keywords or client names.