Skip to main content

How to Add a Note From the Deal Card?

In this article, you will learn how to add a note from the deal card.

Salma Castillo avatar
Written by Salma Castillo
Updated over a week ago

1. Click on the "three dots" button

Click on the three dots button


2. From The Dropdown, Select Add/view Notes

From the dropdown, select Add/View Notes


3. Add The Notes You Want

Add the notes you want


4. Once You Have Saved The Previous Notes, You Can See Them Here

Once you have saved the previous notes, you can see them here


5. The Second Way Is Directly Clicking On "Add Note"

The second way is directly clicking on Add Note


6. And It Will Take You To The Same View As In The Previous Way

And it will take you to the same view as in the previous way

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


Did this answer your question?