Adding a comment/follow up to an opportunity/job

Modified on Mon, 17 Jul 2023 at 02:07 PM

To make a comment or add a follow on a project or opportunity:

  1. Click on Opportunity or Job
  2. Hover over the job and click on "Actions" menu on the right-hand side of the project/opportunity you want to comment on.
  3. Click on "Add comment"
  4. Alternatively, click on the name of the job/opportunity. This should take you to the dashboard for that specific job/opportunity.
  5. Once in the dashboard, click on the "Actions" button and a dropdown menu will appear.
  6. Select the option "Add Comment".
  7. Fill in the Comment Page that appears.
  8. Add Watchers who will receive email notification when changes happen on the opportunity/job. 
  9. Add a Follow-up: Assign the follow-up instruction to a specific person and for a specific date and time. The follow-up can be a comment, call, attempted call or a check-in.|

  10. Save 

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