Skip to main content

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. This is available for RentEngine applications only.


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.

Notes are internal and not visible to the applicant.

Did this answer your question?