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

Haroldwaste

  1. 1. Go to Jules AI

  2. 2. Click on "Purchases (Trading)"

    Alternatively, you can go to "Sales"

    Click on "Purchases (Trading)"

  3. 3. Click on "Purchase opportunities"

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

    Click on "Purchase opportunities"

  4. 4. Click on the "Comment" to open the message box

    Click on the "Comment" to open the message box

  5. 5. Write the comment and click on the save icon

    Write the comment and click on the save icon

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

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

  7. 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. 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. 9. Your comment will be deleted

    Your comment will be deleted