Commenting on a Quote
Use the commenting feature to collaborate between Sales Rep and Buyer and Partner. This feature allows you to add two types of comments: Comments for Revision and Request for More Info. You can view previous comments and filter them. For each comment you can see the user details and the time stamp.
In a view you can see ten comments; click Show More Comments to view the next set of ten comments.
- Open the required Quote.
- Click .
- In Comment Type dropdown, select the comment type.
- In the Comments box, enter the required comments.
- Click Submit.
