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Property management - Adding and viewing sales important notes

Updated over 5 months ago

1. Adding an important note

  1. Go to Sales properties > View available properties

  2. Locate the relevant property

  3. In the Overview column, click on the house icon

  4. Click on the arrow icon beside Correspondence and select Important note (shown below)

  5. Populate the form as required

  6. Click Update

2. Viewing important notes

  1. Go to Sales properties > View available properties

  2. Locate the relevant property

  3. In the Overview column, click on the house icon

  4. Click on the Important notes tab (highlighted below)

  5. This tab lists all important notes added for this particular property

Note: To edit an existing note, click the pencil icon within the Edit column. To delete a note, click on the red cross within the Delete column.

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