BlogFlag Your Deals
Flag Your Deals
Flag Your Reports
Did you know you can flag your notes in the deal screen?
STEP ONE- Click on “Notes” tab in the active deal screen. Enter desired text.
STEP TWO- Click the “Back” button
STEP THREE- Your “Notes” button has
automatically been “flagged” to identify there is important (or
trivial) information attached to the deal
STEP FOUR- To delete note, click “Notes” and
click the “clear notes” button. This will clear all notes and remove
the flag. If you would prefer to remove only partial notes, treat the
text like you would a word document and add or delete text as desired.
Remember- There is no “undo” button so make
sure that you are only deleting text that you will not have to
retrieve. You also do not have to put the deal in “Edit” mode in order
to view and/or edit notes.