Internal file notes can be found in the Itinerary Dashboard, once you've created an itinerary.
To access:
- Start by clicking In the Pipeline.
- Next, click the arrow to the left of the File Name to view any correlating proposals.
- Then click into the editable field under 'Internal File Notes' to free type notes.
You may want to include relevant information such as: referred by, budget, kids' ages, and travel window.
Notes you add will stay with the file as it moves through the sales pipeline & will be searchable!
