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Using Notes on a Lead or Job
Using Notes on a Lead or Job

Looking to add a note to a lead or a job?

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Written by Team
Updated over a week ago

Creating Notes

Keeping track of lead or job notes is easy inside of Táve. Click into any job and click 'new note' to add a note to the job. Any note entered into the Lead Notes while editing the job worksheet will automatically be marked as the Primary Note.

Don't forget each user can rearrange their job overview page to bring the most relevant information to the top! 

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