INTRODUCTION

Adding notes to the 360° Screening can be beneficial for both you and your clients. We have made it easy to add notes, so you can easily be reminded of your thought-process when you were doing the screening.

HOW TO DO IT

1. Go to Screening

Go to the Screening by clicking the title.

2. Add comments

Mouse over a Focus Area title and click the dialogue icon that appears.

3. Edit comments

Add one or several notes to the Focus Areas with information about the client. E.g.: “Currently have four core products.” Select the nature of the comment by choosing between 'Decision', 'Action', or 'Note' and press Save. 

4. See notes

Scroll down to see the notes under the Screening. By clicking a comment, you can edit the content or respond to the comment, allowing you to start a conversation.