Adding notes to individual records enables you to keep track of specific conversations you have had, where the license holder is at in your sales process, or additional information you learn about them. Notes are global, meaning they are shared across all accounts your organization has with the Cannabiz Media License Database.
To add a note, simply open the record and look for the notes tab, click here to open the Notes section for this record.
Click on the Add Note button and a new window will open.
Add your note in the Notes field, and click Save Changes.
Your new note will appear with your initial so everyone within your organization is able to tell who made it.
You can edit or delete your note by clicking the "3 Dots" menu. You can also delete a note here if it was mistakenly added to the incorrect record.
Still have questions? Reach out to us via the on-screen help icon or by emailing us at email@example.com.