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How Do I Add Notes to A Client's Profile?
How Do I Add Notes to A Client's Profile?

Learn how to add notes to your clients to help you remember important details!

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Written by Homebot
Updated over a week ago

1. Search & select your client from the 'HOMEOWNERS' tab

2. Scroll down to the subscriber information and underneath it select 'CLICK HERE' in blue to add notes then click 'Save notes' once finished

Note: Clients will not be able to see notes added to their account.

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