Adding a comment to a deal

You can add comments on a deal to provide important notes and context for various actions.

Note: Ensure that full access is provided to the comments permission.

To add a comment on a deal, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the deal for which you want to add a comment.

3.

On the left navigation menu, click Comments.

4.

On the Comments page, in the Add a comment box, type your comment.

5.

To post your comment, click Comment.

The comment is added successfully.