How to Communicate within a Deal

On the Deal tab within the deal there are ways to communicate with other users using; Conditions, Tasks, Notes, Documents, Emails

1)   Using Notes:

1. Click on the Yellow Sticky note Icon
2. Type in message or info wanting to be communicated in the note
3. Close note by clicking the little X in the top right corner of the note
4. You will be prompted to save the note

2)   Using Tasks:

1. Click on the Green Clipboard Icon
2. Type in the task that needs to be completed.
3. Enter a person that the task is assigned to.
4. Enter a due date and Priority.
5. Close Task by clicking the little X in the top right corner of the task.
6. You will be prompted to save the task.

3)   Using Checklists

1. Click on the Blue checkmark on Clipboard Icon.
2. Find any Checklists/Conditions(enter condition due date far right)
3. Select and attach 
4. You will be prompted to save the condition.

4)   Sending Notes, Tasks and Conditions via email.

1. Right click on the note task or condition you wish to email
2. Choose a contact from the contact finder
3. An Email will open from outlook
4. Click send if info in the email is correct

5)   Adding Documents

1. Click on the Paperclip Icon
2. Choose a File from the directory on your computer
3. Name it using the names provided in the drop down list or simply type in the name of the document
4. Click attach file