Convert Leads into Deals.

Introducing: dashboard comments

A few days ago, Esteban announced that we would soon be adding comments for a more socially interactive dashboard. Today, I am pleased to announce that we have officially released commenting for your dashboard. You may be asking yourself “how do I use these comments?” Well, here are the two simple steps for commenting on items in your leads:

Step 1

Find the Todo, Note, or Document that you would like to comment on and click the “Comment” link.

Comment link

Step 2

The next step is to enter your comment into the text area provided and click the “Comment” button below your new comment. You will see your newly created comment appear under the selected item.

Comment textarea Read more »

Comments for a more socially interactive dashboard!

Comments Overview

For some time now we have been tweeting and talking about comments, getting the word out that they are coming to dashboard. Today I want to do a bit of an overview of what comments are and how to best use them to your advantage.

What are comments?

If you’re familiar with Facebook, then you know that this huge social network got huge because people are able to maintain conversations in the site based on a “comment” system. Comments are way for you to be able to keep the communication going within your sales team. Read more »