Alore CRM brings you an easy and hassles free way of keeping your notes up to date. Describe your note, share it with your team mates by tagging them.
Adding a note
Click on "a prospect" under the section "View".
Click on the prospect's profile you want to add a note.
Click on "+" to view add menu.
Click on "Add Notes".
Enter the subject of your note.
Briefly, describe your note.
Tag your team mate to keep them in the loop.
Click "Save Note".
Your note will be added to your timeline.
Editing a note
Repeat Step 1 & 2 from above section Adding a note.
Click on "Expand arrow" next to the note that you have added on timeline
Make changes according to your requirement and click "Update Note".
example: I added one more line to the description.
Your edited note will be updated on the timeline.