Step by step — how to create a note
- In the dashboard or campaigns, on the right margin, click on the option to add notes.
A window is displayed with the fields that you must complete to create the note.
Additionally, you can upload an image or choose from the preloaded icons, indicating that the note is displayed in the period report or sent by email.
To complete the action, click accept.
If you include your notes or images for a specific period, it will appear only when you report it.
You can choose to include your notes and images in the reports.