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Send Deal Note as an Email Notification

  • Updated

This article is a how-to on notifying other team members and users when you add and update notes on a lead or deal

In This Article

  1. Adding a note.
  2. Optional - Use a note template.
  3. Notify other users.

Video Demonstration

Step-by-Step Guide

Step 1 — Adding a note.

Go to the right-hand menu bar within BrokerEngine and select 'Notes', click on the (+) 'Plus' icon in the top write of the notes section.

 

Step 2 — Optional - Use a note template.

If you have a preset template, feel free to use the drop down 'Use a note template', or just enter your note details accordingly as needed.

 

Step 3 — Notify other users.

Once you have written your note(s) - scroll down, before you click 'Save & Close', you will see 'Notify User(s)' - click on this to choose any users in your group that you want to notify that the notes have been updated. 

Once selected, click 'Save & Close' - this will then update the notes, add it to the recent activity feed on the deal dash, and notify the selected users via email about the note contents and related deal.

 

 

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