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Small Business Marketing

How to work with deal history and comments [Video]

Available with the Lite plan and above, as well as during the 7-day free trial

When working in sales or project management, you need to track a multitude of deals and interact with your team. To build your workflows effectively, you can view deal history, leave comments, and attach documents to discuss them with the team.

Let’s talk about how to send and view comments and see your deal history.

Comments are a tool that helps you communicate with your team members more effectively, share information and reviews, store data, and solve issues.

To leave a comment, go to a deal card, and type in a message in the Notes field. You can enter up to 5,000 characters, mention a team member, and attach files.

Using the Enter key, you can move a text to another line and add a paragraph. To notify a team member about a comment, type in the @symbol, and …

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