Private Notes

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Whether it’s financial, strategic, or just private, confidential information needs to be kept track of for accounts your organization serves. Private Notes are a way to set up restricted access to this sensitive information.

Managers can have private discussion regarding specific deals or the overall account. These notes can be tied to any other item in Handle (e.g. Opportunity, Sales Call, Trade Assessment, JDQuote, Account, Contact, etc).

By default access to Private Note is turned off and can be enable per user.


Private Notes

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