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

Step 1

Click on "a prospect" under the section "View".

Step 2

Click on the prospect's profile you want to add a note.

Step 3

Click on "+" to view add menu.

Step 4

Click on "Add Notes".

Step 5

Enter the subject of your note.

Step 6

Briefly, describe your note.

Step 7

Tag your team mate to keep them in the loop.

Step 8

Click "Save Note".

Your note will be added to your timeline.

Editing a note

Step 1

Repeat Step 1 & 2 from above section Adding a note.

Step 2

Click on "Expand arrow" next to the note that you have added on timeline

Step 3

Click "Edit".

Step 4

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.

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