Adding a comment/follow up to an opportunity/job

To make a comment on a project or opportunity:

1. Click on the "Burger" menu on an Opportunity or Job
2. Click on "Add comment"
   
   
   
   
3. Alternatively, click on the name of the job/opportunity. This should take you to the dashboard for that specific job/opportunity.
4. Once in the dashboard, click on the "Actions" button and a dropdown menu will appear.
5. Select the option "Add Comment".
   
   
   
6. Fill in the Comment Page that appears.
   
   
   
7. Add Watchers who will receive email notification when changes happen. 
8. 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.|
9. Save