In this video, you will learn:

  • How to leave a note against an existing prediction, adding context.

  • How to add a note to a new prediction.

  • How to copy and share notes, allowing others to interact with your commentary on the forecast.

Next steps?

  • Create a note in your own cashflow forecast

  • Share this note with someone else (hint: once copied, you can share the link freely via email, WhatsApp, etc).

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