The Internal File Notes field on your Files Dashboard is the ideal place to store high-level notes that apply to an entire File. This helps you stay organized and ensures important trip details are easily accessible.

Examples of Internal File Notes might include:

• The client's referral source
• The overall trip budget
• The general travel window
• The number of travelers

Add or View Internal File Notes

Open the File you want to add notes to by clicking Open File Details, then click Notes in the right-hand navigation panel. Type your note in the text box and click Add Note. You can view or add additional notes here at any time.

Tips & Tricks 💥

• Internal File Notes will remain with the File, even as its status changes in your sales pipeline.
• Internal File Notes can also be searched by using the search bar on your Files Dashboard.
• Notes about individual Itineraries or Lookbooks are best placed in those items' internal notes.

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