Client Notes

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Client Notes

Now you have a centralized, convenient place to store notes for each lead, active and archived client.

The client notes tool is an organized alternative to copious post-its and printouts. With your client notes tool, you'll be able to create and categorize all of your notes for each particular client. You can create a downloadable PDF for individual or multiple notes. You can also send an email with individual or multiple notes to vendors, clients, or staff members.

Easily create, organize and share all of your client notes.