How to Add Agency Notes


This feature is not available in all solutions. For more information, contact your supplier point of contact.

To process partner orders as an agency, you must be logged into Zift123 with an agency account. The orders menu will be empty if partners have not submitted orders to your agency.

Partners submit orders to agencies for marketing services in Zift123. These orders are visible on the Manage Orders page. This is the default page for agency users upon logging in.

Agencies offer marketing services in response to partner requests. These services are available in two formats:

  • Open-ended, where the partner makes a specific request/order and the agency provides a quote for the services requested. In this instance, there is a discussion between the partner and agency as to the services provided and their costs.
  • Flat fee, where the agency has a specific service they are offering for a specific price.

In response to partner requests for services, the agency will provide a detailed quote about services offered, associated costs, quote expiration date, and project completion date. The agency can use the order to communicate with the partner about the services provided as the project progresses.

You can add Agency Notes to the order in addition to comments. Agency Notes are seen only by those logged in with an agency ID. No notifications are sent with Agency Notes.


You should be familiar with the following topics before continuing:

How to Add Agency Notes to an Order

You can add internal agency notes to the order.

  1. From Orders, select the activity.
  2. Select View Order.
  3. Select Order Details.
  4. From Agency Notes select Edit.
  5. Add/Edit/Remove notes that are viewable only to those with an agency login.
  6. Select Save.
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