Sales Reps – Visibility of Accounts’ Notes

Your accounts have the ability to create notes on titles that are visible to others within their organization. They have the option of making those notes visible to you, their amazing sales rep, as well. (To see what they see, you can find a help document about notes for booksellers here.)

If an account has made their notes visible to you, you can see them once you select that account in your blue ‘Markups and Accounts’ bar at the bottom of your screen:


You can filter/refine a catalog by those notes, as well. This will filter out all titles that do not have notes so you can quickly zero in on those notes:


This is extremely relevant for reps working with Barnes and Noble buyers. Details here.