Attach useful notes for any Customer or Sales related information
Click on the Green [OT] Button which will take you into the Order Tracker area
Click on the [Notes] Tab
Click [+Add]
- Select a tag
- Enter any Notes
- Upload an attachment. For attachments, please ensure your file meets the necessary criteria.
For creating Order Tracker note Tags access Sales Documents Settings - Order Tracker Note Tags
You can see the uploaded file - you can add another, remove this note or download
