Pixelwand CRM
Pixelwand CRMAPIIntegrations
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:

  1. Open a Lead or Deal and go to the Comments tab — or open Activity and use the New menu.
  2. Click New Comment to open the editor.
  3. Type your message. Use @ to mention a teammate — they will be notified.
  4. 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.

Email Communication

Send and track emails from any lead or deal — with templates, scheduling, and AI-assisted drafting that uses your record's context.

Data

The Data tab gives you a clean, organized view of all record information — with tabs, sections, and columns you can customize.

On this page

Add a Comment