Comment added to potentials

Using potentials to track your sales leads is a great way to manage your sales funnel, and it just got even better. You can now add comments to a potential, to track things like, phone calls, emails, discussions feedback and more.

Each comment automatically records the author, time and date as well as the actual comment details.


You’ll find the comment box by going into a potentials details. eg. Sales -> Potentials -> Click a potential to open the detail view.