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Adding partner notes

Add additional information to a partner via notes to keep your team alligned.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over a month ago

You and your team members in your Introw account can use Partner Notes to add and manage notes about your partners.

Creating a note

  • Navigate to the Partners screen

  • Drill down on the name of the partner to which the note applies.

  • Go to Notes

  • Click on Create note

  • Once done, press Save

E.g.: Use notes to document key takeaways, action items, and insights from your QBR with your partner, ensuring all updates and discussions are easily accessible for your team.
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