Comments
Comments provide a dedicated space for internal discussions on Leads and Deals. They help sales teams collaborate, share updates, ask questions, and record important information without sending internal emails or using external messaging tools.
Comments are visible only to users inside your CRM and are designed for team collaboration rather than customer communication.
Note
Comments are intended for internal use only. Customers cannot view comments added to Leads or Deals.
Why Use Comments?
Comments help your team keep important discussions in context by attaching them directly to the related Lead or Deal.
Common uses include:
- Sharing updates after customer meetings.
- Recording important follow-up information.
- Discussing deal strategy with teammates.
- Assigning action items through mentions.
- Keeping a historical record of internal conversations.
Key Features
- Internal Communication — Collaborate with other CRM users without leaving the Lead or Deal.
- User Mentions — Mention teammates using @username to notify them.
- Activity Timeline — Comments become part of the activity history for the record.
- Contextual Collaboration — Keep discussions attached to the relevant customer record.
Add a Comment
To add a comment:
- Open the required Lead or Deal.
- Go to the Comments tab or click the Comment button.
- Enter your message in the comment box.
- If required, mention teammates using @username.
- Click Submit.
The comment is immediately added to the record and becomes visible to other users with access to that Lead or Deal.
User Mentions
Type @ followed by a user’s name to mention them. A list of matching users appears, allowing you to quickly select the correct person and notify them about the discussion.
Comment History
Every comment is stored as part of the record’s activity history.
This provides a complete timeline of internal discussions, making it easy for team members to understand previous decisions and ongoing conversations.
Benefits
- Keep all customer-related discussions in one place.
- Reduce internal emails and chat messages.
- Improve collaboration across the sales team.
- Provide complete context for anyone working on the record.
- Maintain a searchable history of internal communication.
Best Practices
- Use comments for internal collaboration only.
- Mention teammates when their attention or action is required.
- Record important customer updates immediately after meetings or calls.
- Keep comments concise and relevant to the Lead or Deal.
- Avoid storing confidential information unless it is appropriate for all authorized CRM users.
Tip
Use comments to document decisions, next steps, and customer feedback. Keeping these discussions within the CRM ensures everyone working on the opportunity has the same context.
