Here, all notes and comments made by you or us will be registered and time stamped. This will include schedule items, appointments and so on. It is a good idea to take a quick look here before calling the client prior to calling them, if the client has enquired on a lot of listings, or has called and spoken to us, this will be reflected in this field.
The work flow of the software will automatically prompt you when and which notes to update as you deal with the client.
Other help items in this section