Create a Note

Here are 6 steps to creating notes:

1. Log into your account at

2. Click on Engagements.

3. Create a new engagement or select an active engagement.

4. Click on Notes.

5. You can give the note a title and use the rich text editor.

6. Click Save.


Share a Note

Here are 2 easy steps to share a note:

1. Click the share button.

2. Select a person to share the note with.

To learn more about engagements click here.

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