"Events" Tab
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago

To get to a customers/prospects Account you will use the search bar on the top of your screen.

You can search by entering the First Name, Last Name, or the Last 4 Digits of the customers Phone Number.
Once in the customers accounts you will see 13 Navigation Tabs. Select the one that says "Events".

You can keep track of the Event Notes that are left in the Customer/Prospects Account from this Tab.
You also have the option to add New Event Notes using the green "Create Event" button in the top right hand side of your screen.

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