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How to Add Internal Notes to Proposals

How to Add Internal Notes to Proposals

Add useful notes to Proposals so you can communicate effectively with everybody involved!

Written by Danielle Walls

Updated over a month ago

1. Click on the Proposal you Want to Add Notes to

(Click the Purple numbers referenced in the image)

Click on the proposal you want to add notes to

2. Scroll Down on the Proposal and Click on 'Notes'

Scroll down on the proposal and click on Notes

3. Select one of the Three Options to Add notes

You can choose Crew Notes, Client Notes and Company Notes

Select one of the three options to Add notes

4. Add Your Note on the Text Box

Add your note on the text box

5. Click on 'Save'

Click on Save

6. Now the Note Will be Visible Under the 'Notes' section

Now the note will be visible under the Notes section

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