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Adding partner notes

Add additional information to a partner via notes to keep your team alligned.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over 10 months ago

You and your team members in your Introw account can use Partner Notes to add and manage notes about your partners.

Creating a note

  • Navigate to the Partners screen

  • Drill down on the name of the partner to which the note applies.

  • Go to Notes

  • Click on Create note

  • Once done, press Save

E.g.: Use notes to document key takeaways, action items, and insights from your QBR with your partner, ensuring all updates and discussions are easily accessible for your team.
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