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: Comments Section
Navigating to the comments section of a lead.
- Log in to your SalesRabbit Mobile app with your email address and password.
- Navigate to the SalesHub.
- Select a new/existing lead from the Map.
- From the pop-up, click on the 'Pencil Icon' to edit the lead
Step 2: Leave a Comment
Locate 'View Comments' on the lead details page and leave a comment.
Step 3: Managing Comments
Create or Delete Comments
- Add a comment
- Comments keep track of the dates and users who left the comment, so if ownership of the lead changes, the comment history will remain for the new lead owner.
- Delete a comment
- To delete: Swipe to the left on a comment and click 'Delete'