Entering Comments
Entering Comments
Updated on Mar 10, 2023
Published on May 23, 2022
1 minute(s) read
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.