To make a comment or add a follow on a project or opportunity:
- Click on Opportunity or Job
- Hover over the job and click on "Actions" menu on the right-hand side of the project/opportunity you want to comment on.
- Click on "Add comment"
- Alternatively, click on the name of the job/opportunity. This should take you to the dashboard for that specific job/opportunity.
- Once in the dashboard, click on the "Actions" button and a dropdown menu will appear.
- Select the option "Add Comment".
- Fill in the Comment Page that appears.
- Add Watchers who will receive email notification when changes happen on the opportunity/job.
- 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.|
- Save
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