Creating Comments

Creating Comments

How to Add Comments

Opportunity Module
  1. Open the module that you would like to add comments to (Contact, Opportunity, or Budget)
  2. Open the Contact, Opportunity or Budget to which you want to add a comment
  3. Click on "Comments" (located near the bottom of the screen) 
  4. Click on the "New" icon (located on the upper right-hand corner) 
  5. Type in your comment
  6. Click on "Create" 





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