I can add, view, edit, and delete a comment on opportunities
AV

Akhil Vanjani

Created Mar 07, 2023

I can add, view, edit, and delete a comment on opportunities

3
    d

Haroldwaste

9 Steps
1

Go to Jules AI

2

Click on "Purchases (Trading)"

Alternatively, you can go to "Sales"

Click on "Purchases (Trading)"
3

Click on "Purchase opportunities"

Alternatively, you can click on "Sales opportunities" in Sales

Click on "Purchase opportunities"
4

Click on the "Comment" to open the message box

Click on the "Comment" to open the message box
5

Write the comment and click on the save icon

Write the comment and click on the save icon
6

Once saved, it will show a red dot as an indicator

Once saved, it will show a red dot as an indicator
7

Click again on the "Comment" icon to edit your comment

Make sure to click save after edit

Click again on the "Comment" icon to edit your comment
8

To delete the comment you can simply erase it and click on the save icon

To delete the comment you can simply erase it and click on the save icon
9

Your comment will be deleted

Your comment will be deleted
Well done!
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