Add a buyer note

Summary

Learn how to add and manage buyer notes within a listing to keep track of important buyer interactions and updates.

This article covers:

• About buyer notes
• Add a buyer note

About buyer notes

Buyer notes are attached directly to a buyer within a listing. You can categorise notes by type, control whether they are visible to owners, and highlight important information for future reference.

Buyer notes are visible to team members who have access to the listing and help maintain a clear history of buyer interactions. 

Add a buyer note

To add a note to a buyer from a listing:

• Go to: Sales > Listings
• Open the relevant listing
• Select the Buyer Leads tab
• Use the search bar at the top of the Buyer Leads list
• Enter the buyer’s name to quickly locate them

• Select the buyer from the results
• Navigate to the Notes tab within the buyer profile
• Click Add a note

• Enter your note content
• Select a Note Type (for example: Phone, Email, SMS, Web enquiry, or Other)

• Select whether the note should be Shown to owners or Hidden from owners
• If the note contains critical information, Tick Important note to highlight it

• Click Add a note to save your entry

The note is now added to the buyer’s profile and is visible based on the settings you selected.

What's next?

Learn how to manage buyer notes.