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How to add Deal History & Meeting notes in Toolsoncloud CRM?

To add any notes or comments from Client meeting or conversation, follow these steps

  1. Go to the Deal Management page in Toolsoncloud CRM
  2. Click on the Deal Name to open the deal details.
  3. On the right side pane, you can find "Deal Notes & Activity Logs" section.
  4. Write your conversation notes or comments and click on "Add Note" button to save the comment.
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