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"
3
Click on "Purchase opportunities"
Alternatively, you can click on "Sales opportunities" in Sales
4
Click on the "Comment" to open the message box
5
Write the comment and click on the save icon
6
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
8
To delete the comment you can simply erase it and click on the save icon
9
Your comment will be deleted
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