Keep Notes

introduction the notes panel can be accessed from the sales and operations dashboard some notes are automatically generated by the system when executing actions in logic in this guide, we will learn how to add information and context to your booking or quotation conveniently it works like jotting notes on paper, but it's cloud based and available 24/7 conditions to add notes, you need an existing booking or quotation guided steps add notes to your booking add notes to your quotation pin notes share notes what i learned adding notes to quotations and bookings gives more context to the shipments some notes are automatically generated by the system during operations you can access the notes panel from the sales and operations dashboard