Notes feature of Biotechgate
Did you know that you can also use Biotechgate to manage your contacts or simply leave yourself reminders for a later date?
The notes feature of Biotechgate lets you do just that by allowing you to attach a note to each profile. With this feature you can:
- Categorise companies by the type of relationship you have with them; for example, if they are a client, potential partner, prospective investor or M&A candidate.
- Select whether your note will be visible only to yourself or shared with other users on the same company account.
- Define your note as a contact, general remark, scheduled meeting, phone call, task to do or one of many other options.
- Give your note a title for easy retrieval.
- Enter any remarks you would like to associate with the profile.
To add a note to a company click on the notes tab visible at the top of each company profile.
To view the profiles you have attached notes to, use the “Notes” link in the user navigation box on the right side of the screen.