Add an Internal Note
Open the property
From the Homes tab, select the property.Open Internal Notes
Navigate to Collaborate and select Internal Notes.Add a note
Click Add Internal Note.Write your note
Enter your message. Attach files if needed.Save
Click Done.
The note is added to the property’s internal notes and history feed and is visible only to internal users.
Edit or Delete an Internal Note
Locate the note
Find the note in the Internal Notes list.Open options
Click the ellipsis (…) next to the note.Choose an action
Edit — Update the note and save
Delete — Permanently remove the note
Internal notes can also be added, edited, or deleted from the property overview page.