Other Features
Comment
Add comments on any lead or deal to collaborate with your team, directly from the record's timeline.
Add comments on any lead or deal to collaborate with your team, directly from the record's timeline.
Add a Comment
You add a comment from the activity area of a record:
- Open a Lead or Deal and go to the Comments tab, or open Activity and use the New menu.
- Click New Comment to open the editor.
- Type your message. Use
@to mention a teammate. They will be notified. - Attach files if needed.
That's it. The comment appears in the timeline alongside emails, calls, tasks, and notes, and is visible to everyone with access to that record.