Notes are a great way to keep important information that relates to your client's Quickli scenario easily available and ready to access.
You can create notes two ways:
On top of the lender panel there is a button for notes here 👇🏻
Or you also have the option to leave a note next to each in input field
You also have the option to add all notes you take for your scenario to the PDF print out
Things to keep in mind:
You'll be able to add, edit, delete, as many notes as you want
All notes are visible to all members of that team
If you have any questions, reach out to us through the chat window in the bottom right hand corner of your screen 🤓