Internal Itinerary notes are a good way to keep your proposal information organized, especially if you plan on creating and sending out various versions of the same proposal or different options to the same potential guests.
This information will be displayed within the Itinerary Dashboard as shown in the image below:
You can edit Internal Itinerary Notes within the General Info tab of each proposal. To keep things organized, ensure it's updated with relevant proposal information:
Upon duplicating an existing proposal, the word COPY will be automatically added:
Important things to note about Internal Itinerary Notes:
- Internal Itinerary Notes appear when email notifications are enabled, so at a glance you can know which itinerary was being viewed.
- Searchable within the itineraries dashboard, when you see this icon:
