Adding Comments to Projections - Customized Workflow
Modified on: Tue, Jul 21, 2020 at 9:15 AM
Every row can have its own individual comment(s) that can be entered by the salesperson or any manager with access to the row. This is a great way to communicate between people reasons why a row might not have a projection or why the value might not be what is historically expected.
This is a comment icon indicating no comments currently exist on the row. Clicking it will immediately allow you to enter a comment.
This is a comment icon indicating one or more comments exist on the row. Clicking it will allow you to view all comments about the row, who created the comment, and when it was created.
While viewing existing comments, the comments can be edited and deleted via this menu
New comments can be added while viewing existing comments as well