How to add Deal History & Meeting notes in Toolsoncloud
To add any notes or comments from Client meeting or
conversation, follow these steps
- Go to the Deal Management page in Toolsoncloud CRM
- Click on the Deal Name to open the deal details.
- On the right side pane, you can find "Deal Notes &
Activity Logs" section.
- Write your conversation notes or comments and click on
"Add Note" button to save the comment.