Creating Notes

In Enviromint Deal Manager, you are able to create 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, you will need to manually create an activity.

Depending on the configurations of the activity, it will create the corresponding Note in deal manager.

NexOne

Enviromint

NexOne

Enviromint

Activity w/o document

  • Review Required unchecked

  • No reviewer selected

Note is created