Add a note to an organization from Jen

When Jen recommends in your chat an organization which is in your portal, you can add tell Jen to add a note or comment to it. You can also jump straight into the Notes section to see existing notes and add yours.

Add a note to an organization from Jen

Go to your Jen chat.
Select Notes under a recommended organization which is in Portal
Add your note

You can also tell Jen to add a note when adding a an Organization. For example, “Save the company Wazoku with a note saying I’ve worked with them in the past and they are great!”