How do I view Deal Flow Notes and files?

Users of Seraf's Deal Flow can view Notes and associated files only when granted visibility permission. There are a few places where they can view notes.

Users can view notes in the Deal Flow Pipeline by hovering their cursor over the text bubble, when present, in the Notes column. There, you can see the subject, date and author of the last three notes. Click through to see the full note and any associated files. 

Users can also click on a prospect record and go directly to the Notes tab, where they will see any recorded notes and associated files.

To notify users of Notes, they will see a notice at the top of the prospect record when there are Notes present and if any Notes have been added or updated since the last log in.

Learn how to add Deal Flow Notes.
Learn how to add Deal Flow files.