Article Overview
In this article, we will go over how to navigate to, create and edit comments
IMPORTANT: Anyone can delete their own comments if necessary. Admins, with the appropriate permissions (Manage leads - Permission On), can remove all user comments.
Step 1:
Navigating to the comments section of a lead.
- Select a new/existing lead
- From the pop-up, click on the 'Pencil Icon' to edit the lead
Step 2:
Locate 'View Comments' on the lead details page
Step 3:
Create or Delete Comments
- Add a comment
- Delete a comment
- To delete: Swipe to the left on a comment and click 'Delete'