Internal notes are very helpful for you and your internal team members. This is a way for you to leave necessary notes that pertain to an external talent. This feature is only visible to your internal team.
There are two ways to add an internal note:
- Add an internal note within the talent's profile
- Add an internal note within a proposal or response within a request
Add an internal note within the talent's profile
You can add an internal note to a talent's profile to make sure that your team members are aware of information relating to that talent.
- Go to the talent's profile
- Under the Profile tab, click on Internal note
- Once done, hit the Save button
Add an internal note within a proposal or response within a request
You can leave an internal note within a request to update other team members on your thoughts regarding the proposal or talent.
- Go to the desired request
- Under the proposal or response, click on Internal Note
- Enter your notes and click the Save button