- Log in to your OutPerform account.
- Click one of the deals.
- Click the TAKE NOTES tab.
- Type in the notes.
- Choose Notify User to alert another person that you wanted to notify.
And, select None, if don’t want to notify anyone. - Click the SAVE button.
- If you select another sales rep.
They will get the notification “Your attention is required for this lead” on their mobile phone. - Tap on the pop-up notification and it directs you to the deal detail screen.
