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How to add a note to an application

Written by Luis S.

Overview

Leave internal notes or log follow-up activity on an application for your team to reference.


Add a note or log a follow-up

  1. Open the application.

  2. On the right side, open the workflow sidebar.

  3. Expand the Notes & Follow-ups section.

  4. Choose Add note or Log follow-up.

  5. Enter the details and save.

These notes are part of the Notes and Follow-ups feature, and will also appear in the Command Center and Rental Applications Dashboard

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