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.
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 from the Actions column for the comment.
- To delete an existing comment, click from the Actions column for the comment.