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      Visit Notes
      • 13 Jan 2023
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      Contenido

      Visit Notes

      • Actualizado en 13 Jan 2023
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      • PDF
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      Resumen del artículo

      The Properties screen allows you to display visit notes for all opportunities that are tied to the property. Visit notes are displayed by selecting Visit Notes from the drop-down.

      The notes are grouped by the visit. Each visit is identified by the route and visit date.

      The Note Created Date, Created By, Opportunity Name, and Ticket Number are also provided for each visit note.

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