Are you the type that needs every step of your EP's process detailed somewhere to keep the right track of it and think that all those statuses, follow ups and tags are not enough? EXPA 3 has just the right feature for you. With Notes you can add comments, memos and extra information about every EP of your LC. Here's how to use it:
1. First, you need to access the EP's application page. Go to the Application CRM, by clicking on the 3rd icon on the left side bar and then type their name on the searchbar. Finally, click on the name of the EP you're looking for.
2. Now you'll see their popup Application page. The Notes feature is in the Follow Up section, e the one right after Profile.
3. To use it, click on Add Notes, and then just write down the comment, memo or extra information you need on the space available and press submit.
4. After you submitted it, the note will be available right below in the section, with the most recente ones shown first. You can use the scroll bar to read them all.
Any further questions? Feel free to hit us up at firstname.lastname@example.org