Pipeline Reports
      Back to home
      1. Help Center
      2. Pipeline Reports

      Sending a note to a team member

      Did you know you can send messages within ClarityNOW to other team members?

      Sending a note to a team member 

      Click this link to get a walkthrough of this feature in your portal

      1. Log into your ClarityNOW portal 
      2. Click Portal Dashboarddashboard


      1. You can send notes to team members from the following pages... 24 
        1. Pipeline
        2. Listings 
        3. Transactions 

      2. You will see a blue actions button on the left side of the pipeline, listing, or transaction 19
        1. Click the blue actions button and you will see a list of options, click note 20
        2. A note box will appear, in the blank space you can write to any team members, make sure to include the @ symbol before their name 21

      You can only send notes to active members, if you do not see a member's name come up you can view this video to add them: How to add a team member

      c. Click Submit22 

      the member will be sent an email and will get a notification on their ClarityNOW portal 

      23