Adding and viewing quote comments
You can add comments to any quote for other Customer Service Representatives to see. These comments can also be sent to the customer.
Procedure
- Create, modify, or find the quote you want to work with.
- Click the Comments page of the quote editor. You will see a table which contains any comments that have been added to the quote.
- Optional: Click Add to add a comment to the quote. Enter your comments in the text entry area.
- Optional: Check Send this comment to Customer and enter the customer's email address.
- Optional: Click OK.