video1.0<iframe src="https://www.loom.com/embed/f675b832e6a94462bf210d4f35d92bcf" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f675b832e6a94462bf210d4f35d92bcf-00001.gif52.83Hey there! In this Loom, I'll show you how to create a note from an email within Lissio. I received an email from a client that contains important information that my team or I will need to reference in the future. To keep this information organized and easily accessible, I'll create a note in the internal notes section. Only firm employees can see this section. To create a note, I'll click on the three dots, select "create note," and add the proper account and contact information. I can also modify the date and adjust the note as needed. Check it out and let me know if you have any questions!