Adding Contract Notes

The contract Notes section is extremely useful for recording relevant information about a contract or its purchasers for the entire team. For example, if a project doesn’t offer upgrades for sale during the launch stage but the buyers have expressed interest in purchasing upgrades when they are available, the sales team may wish to record this interest as a contract note so that they know to follow up with the buyers once upgrades are being sold.

To add a contract note, navigate to the appropriate contract and scroll to the Notes section. Click + Note and then type the note content. Click Post to save the note.

Watch the Video Tutorial!