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 |
|---|---|
Activity w/o document
| Note is created |