Skip to Main Content
Life BTM Ideas Portal
Created by Trina Murray
Created on Oct 30, 2024

Utilize a current field in Notes

When adding a note, use the Summary field to indicate the general topic of the note. Example: When we receive an agent email, note the summary that it is an agent email. Can use it for agent calls as well. This would make it easier to sort and find things quickly.

  • Attach files