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

saved comment

That’s it!  Please note that comments can only be deleted by their creator and can be displayed by any user that has access to the lead.

We would love to hear your feedback! Please let us know what you think about this new feature in the comment area below!

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