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How to collaborate on deals in comments

Learn how to effectively collaborate on deals using comments by following these simple steps.

victoriaworkflowsvictoriaworkflows
·8 steps·63 views·Published

Learn how to effectively collaborate on deals using comments by following these simple steps. This guide will walk you through sending requests and adding comments to ensure clear communication with your team members.

Step-by-step Guide8 steps

  1. Click Notes

    Click Notes
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Kayla D

    Click Kayla D
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  4. Type "@Kayla D Please send the report."

  5. Click Save

    Click Save
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  6. Click Add a comment

    Click Add a comment
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  7. Type "Include the PDF"

  8. Click Save

    Click Save
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