The Fleetlane product allows you to add 1) Internal notes about a customer that will remain private and only visible to you and other advisors who have access to the system.
You also have the option to add 2) Agreement notes that will be client facing if you want to inform them of something specific and have it noted on the signed agreement.
In order to leave either type of notes make your way to the bottom of the agreement page and you will find the section where you can add these notes.
If you need additional help, feel free to contact the support team! team@fleetlane.com