Adding Internal Notes to a Quote or Booking

Navigation

Before you can add Internal Notes to a quote or booking, you must first create a new quote or booking or edit an existing one. Once in a Quote or Booking, the Internal Notes Icon will be located in the heading section at the top of the page:

Steps

• Click on the Internal Notes Icon and the notes panel will slide open:

• You can add notes at the bottom of the panel by typing text and pressing the Enter key.
• Notes will appear with the oldest note at the top of the page.