How to add notes to a Property
Q1: Where can I add notes in the platform?
You can add notes inside any property profile. Just click on the property you’re interested in, and you’ll see a “Notes” tab or button on the profile page.
Q2: What kind of notes
should I add?
This is your workspace. Use notes
to document any insights you want to remember about the property:
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Conversations with homeowners
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Follow-up reminders
-
Lead status updates
Q3: How do I add a new note?
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Open the property record.
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Click on the “Notes” section.
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Type your message in the note field.
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Click “Save” or “Add Note”.
That’s it! Your note will be time-stamped and saved.
You can always find, filter, sort your notes report on the left sidebar under “Property Notes”
Q4: Can I edit or delete a note?
That depends on your user permissions. Some accounts allow editing or deleting notes. If you don’t see those options, contact your account admin or our support team.
Q5: Are my notes private?
Yes — notes you add are only visible to you or your team (depending on your account type). They are not shared with homeowners or outside users.
Q6: Can I search or filter notes?
Yes, you can search by keyword in the Notes Report on your left colum of your screen.
Q7: Who can I contact if I have issues with notes?
If you run into any issues, just use the chat box on our website or email us at support@propertyscout.io We’re here to help!