Notes Tab
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Anna Western
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Drew Carr
Hi Sarah Dionne! We actually have this feature already within the system! You can use both Proposal Notes and Internal Notes within each of your events. Proposal Notes will be guest facing and show up on your proposals, whereas Internal Notes will only be viewed by you and your team, internally!
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Sarah Dionne
Drew Carr: Hi Drew, while we utilize those tabs in that way a little bit, it does not really keep track of the contacts we are making and it isn't very organized at all as it is just one paragraph and cannot be split up at all with date/time stamps. Really what I am looking for is a contact log or for the "last emailed" to really be "last contacted" where it can track phone calls/walk in tours etc. Hope that clears up what I am trying to request!