Notes
Your own notes. Optionally give one a date, and optionally link it to a listing, a buyer or a CRM contact to keep it organized. Checklist items never show up here.
Where to find it
Overview, Notes at the top left, and beside All tasks on the Tasks page
How to use it
- 1Press Add note and type it.
- 2Give it a date if it has one, and pick what it is about if that helps.
- 3Turn on Add to my calendar to send a dated note to your calendar feed and your Google Calendar.
Good to know
- Only dated notes can go on the calendar.
- Deal and buyer checklist items live in All tasks, not in Notes.
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