Comment

The comment feature allows internal communication and information sharing related to leads and deals. It facilitates collaboration among agents by providing a dedicated space to discuss, track progress, and share details.

Key Features

• Internal Communication: Engage in discussions with other agents regarding leads and deals.
• Mentions: Use the "@" symbol followed by a username to notify specific agents about important updates or require their input within a comment.
• Information Storage: Store relevant details about the lead or deal within the comments section for easy reference. This can include notes from conversations, action items, or crucial milestones.

Add a Comment

1. Locate the "Comment" button at the bottom on the Lead or Deal page.
2. Enter your comment in the designated text box.
3. To mention a user, type "@" followed by their username. A dropdown menu will appear with matching usernames for ease of selection.
4. Once you've crafted your comment and included any necessary mentions, click "Submit".