Yes. When adding a submission note, check the 'Copy to Deal Note' checkbox. This will copy the note entered above add to both the submission and the deal. You can also change the Deal Status as well.
Can I copy a submission note to a deal note? Print
Modified on: Tue, 20 Mar, 2018 at 4:14 PM
Did you find it helpful?Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.