Geteilte Anleitung

How to collaborate on deals in comments

Step-by-step guide covering: Click Notes; Click on "Click here."; Click Kayla D; Type "@Kayla D Please send the report.".

victoriaworkflowsvictoriaworkflows
·8 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Marin voice · English
Step-by-step Guide8 Schritte

  1. Click Notes

    Click Notes
    Loading screenshot…
    100%

  2. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  3. Click Kayla D

    Click Kayla D
    Loading screenshot…
    100%

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

  5. Click Save

    Click Save
    Loading screenshot…
    100%

  6. Click Add a comment

    Click Add a comment
    Loading screenshot…
    100%

  7. Type "Include the PDF"

  8. Click Save

    Click Save
    Loading screenshot…
    100%