Adding an internal note is a great way to communicate with team members from different departments without sharing the information with the customer.ย
From the quote review page, just select the note icon.
A sticky note will appear with a free text field.ย
Don't forget to save when you're done.
A few tips:
1. A note can be edited by anyone who has edit privileges on the quote.
2. To edit or delete the note, choose the corresponding button at the top of the note.