How To Add Notes To a Property

Click "Search" in the toolbar on the left.
​

Search for a property or choose one from the results to add notes.
​

In the "Summary" tab showing on the right side of the page, click the "Add Note" button.
​

Enter the notes in the box below. Toolbar is available above the box to format and edit the texts.
​

Click "Save".
​

Notes are now visible on the property details page including the date created and updated.
​

Click the three-dot icon on the notes to edit or delete them if needed.
​

Click "My Properties" in the toolbar on the left.
​

Search a Property or choose on the list.
​

In the "Summary" tab showing on the right side of the page, click the "Add Note" button.
​

Enter the notes in the box below. Toolbar is available above the box to format and edit the texts.
​

Click "Save".
​

Notes are now visible on the property details page including the date created and updated.
​

Click the three-dot icon on the notes to edit or delete them if needed.
​

​

​

Click "Lists" in the left toolbar.
​

Click "Start Outreach" in the property's list to add notes.
​

This will direct you to the console page. Select "New Note" in the "Notes" section.
​

Enter the notes. Toolbar is available above the box to format and edit the texts.
​

Click "Save".
​

Notes are now displayed on the page, showing both the creation and last updated dates.
​

Click the three-dot icon on the notes to edit or delete them if needed.
​

b. On the list view page

Click the list name where the property is saved to add notes.

Click the property address to add notes.
​

This displays property details on the right. Under the "Summary" tab, click "Add Note."
​

Enter the notes in the box.
​

Click "Save".
​

Notes are now displayed on the page, showing both the creation and last updated dates.
​

Click the three-dot icon on the notes to edit or delete them if needed.
​

​
​