In Enviromint Deal Manager, you are able to create a task or a general note for your administrative staff. Use this to send an update of the deal sheet or additional notes to your brokerage.
To create a note/task, you will need to manually create an activity.
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Depending on the configurations of the activity, it will create the corresponding Note or Task in deal manager.
NexOne | Enviromint | ||
|---|---|---|---|
Activity w/o document Activity w/o document
| Task is created with the selected reviewer as the task assignee |
| Note is created |