How do I tag team members in a quick note?

You can tag a team member in a note by entering the @ symbol and their first name. Quick notes can be added for a person, company, property, project, or deal.

1.) Along the top of a Person, Company, Property, Project or Deal, tap on the Paper icon to enter in Quick Note.

2.) Use @ and then begin typing the team member's name. (You can add the team member's name at any time in the note.)

3.) Finish typing your note and tap on the checkmark to save the note.

What will my team member see?

Once the note is added, the team member will be alerted with a notification on their Cloze Agenda and the message appears on the timeline for the person, property, project or deal.