...
Just click the sales notes icon to take down important details and get your follow-ups scheduled. You can choose different reminder options or use "Custom" to set a specific time.
From the pipeline, click the notes icon on the right:
...
...
Just click the sales notes icon to take down important details and get your follow-ups scheduled. You can choose different reminder options or use "Custom" to set a specific time.
From the pipeline, click the notes icon on the right:
...