How Do I Add a Status or Note to an Application?

Status and notes are the same in MCA Suite. When a Deal is in the Application stage (link to article about Deal Stages), you can follow the instructions below to add a status with a note. The status is configurable, required and determined by the Deal stage (link to article to setup Deal statuses). Adding a description, which is the "Note" section, is optional. You can also send an email to notify existing users in your workspace of the Status update.