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Messaging your Buyer with Sticky Notes in Quotes

How to communicate with your Buyer using Sticky Notes in Quotes

Doug Heckmann avatar
Written by Doug Heckmann
Updated over 3 years ago

You may want to communicate with your buyer while in a Quote. Here are the steps to do so:

  • Navigate to the left menu button > Customers > Quotes > Click on a specific product > Click Product Details

  • Once in the product details you can click on any product field detail and leave a sticky note. You may notice a toggle once the pop-up box appears on the right-hand side. This provides the option to leave the sticky note for either your buyer or just your internal colleagues.

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