Entering Comments
  • 10 Mar 2023
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Entering Comments

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Article Summary

The Comments tab for the proposal allows you to enter and manage any notes regarding your proposal, and automatically timestamps all of the comments for ease of use.

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To add a comment, click the Add Comment button. A new comment is added to the Customer and Salesperson Comments table. Click the Comment field, type the desired notes regarding the proposal, and press ENTER.

  • To edit an existing comment, click image.png from the Actions column for the comment.
  • To delete an existing comment, click image.png from the Actions column for the comment.

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