Add a note

You can create notes on the dashboard and in campaigns. Identify the sections where you can add notes with the icon.

Step by step — how to create a note

1. 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.
   
   
   
   

2. 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.

3. To complete the action, click accept.

   
   You can choose to include your notes and images in the reports.

   If you include your notes or images for a specific period, it will appear only when you report it.

• Agregar notas, imágenes y archivos.pdf200 KB