Commenting on a Quote
Use the commenting feature to collaborate between Sales Rep, Buyer, and Partner on a quote. This feature allows you to add comments. 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.
Administrators can add custom comment types from Note Schema using NoteType picklist. For more information, see Application Schema Management.
Note: The Comments feature in the Next Steps Action panel is enabled by default and can be hidden using Visibility Rules
- Open the required Quote.
- Click .
- In Comment Type dropdown, select the comment type.
- In the Comments box, enter the required comments.
- Click Submit.
