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Creating Notes

In Enviromint Deal Manager, you are able to create a general note for your administrative staff. Use this to send an update of the deal sheet or additional notes to your brokerage.

To create a note, you will need to manually create an activity. 

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Depending on the configurations of the activity, it will create the corresponding Note in deal manager.

NexOne

 

Enviromint

 

Activity w/o document

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Note is created