To add notes to a deal in Taskip, follow these steps:
- Navigate to the Deal:
- Go to the Sales Pipeline and click on the deal to which you want to add a note. This will open the deal’s detailed view.
- Access the Notes Tab:
- In the deal view, find and click on the Notes tab, which is located next to the Meetings and Tasks tabs.
- Create a New Note:
- Once you’re in the Notes section, click the + Create Note button, which is located at the top-right corner of the notes section.
- Enter the Note:
- In the text field that appears, enter your note regarding the deal. For example, you might write down important discussion points or tasks that need follow-up.
- Save the Note:
- After entering the note, it will be automatically saved, and you’ll see the new note added to the notes list with the date and time of the note’s creation.
Insight: #
Adding notes to each deal ensures that important details are documented, which can be referred to later for clarity. This allows your team to have easy access to key information and maintain a comprehensive record of every interaction and decision.
