---
title: Review Notes Common Tool
description: How to open, delete and review review notes
---

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# Review Notes Common Tool

### Key Functions

- Creating a Review Note
- Deleting a Review Note
- Signing off on a Review Note

### Creating a Review Note

1. Select 'Review Note' from the Common Tool dropdown.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-34-44-7204-PM.png?width=1133&height=868&name=image-png-Oct-22-2025-04-34-44-7204-PM.png)
2. From the right panel, leave a note, set a priority level and assign a team member to the review note.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-35-46-9878-PM.png?width=869&height=936&name=image-png-Oct-22-2025-04-35-46-9878-PM.png)
3. Click 'Create' to finish the process.

### Deleting a Review Note

1. Select the 'Review Note' icon from the right panel.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-37-00-7805-PM.png?width=882&height=859&name=image-png-Oct-22-2025-04-37-00-7805-PM.png)
2. Click the 3 dot menu and select 'Delete' to remove the Review Note.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-37-38-4715-PM.png?width=857&height=687&name=image-png-Oct-22-2025-04-37-38-4715-PM.png)

### Signing off on a Review Note

1. Any assigned Review Notes can be found from the 'Summaries' tab.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-38-20-8188-PM.png?width=1579&height=825&name=image-png-Oct-22-2025-04-38-20-8188-PM.png)
2. You can click the box and arrow icon to be taken to where the Review Note is embedded in the SQM.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-39-15-0634-PM.png?width=1108&height=544&name=image-png-Oct-22-2025-04-39-15-0634-PM.png)
3. Once the 'Review Note' is reviewed, it can be closed with the dropdown menu.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-22-2025-04-39-58-5599-PM.png?width=1536&height=652&name=image-png-Oct-22-2025-04-39-58-5599-PM.png)

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