Create a Note
Here are 6 steps to creating notes:
1. Log into your account at app.coachlogix.com.
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.