Resolving comments on a deal

The Comments page allows you to add, view, delete, and resolve comments on a deal. You can add information such as a specific action required, provide context to an action, or include questions related to the deal. Resolving comments signifies that the queries asked in the comments have been addressed.

To resolve 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 required deal.

3.

On the left navigation menu, click Comments.

4.

On the Comments page, click three dots .

5.

Select Resolve.

A message is displayed indicating that the comment is resolved.