Sending a Note to a Team Member

Overview

You can send messages within ClarityNOW to other team members directly from your Pipeline, Listings, or Transactions pages.

Steps

1. Log in to your ClarityNOW portal
2. Click Portal Dashboard
3. Navigate to one of the following pages:
   • Pipeline
   • Listings
   • Transactions
4. Click the blue Actions button on the left side of the pipeline entry, listing, or transaction
5. From the dropdown, click Note
6. In the note box that appears, write your message and include the @ symbol before the team member's name
7. Click Submit

The team member will receive an email notification and a notification in their ClarityNOW portal.

Important

You can only send notes to active members. If you don't see a member's name, you may need to add them first. See the article "How to Add a Team Member" for instructions.