Plan | Free and Professional |
User Permissions | Manager, Editor, Data Maintainer, and Commenter |
Platform | Web, Android, and iOS |
Collaborate with your team on specific records with these few simple steps.
Commenting on records
Navigate to the record's serial number.
Hover over the record to reveal the expand button.
Click the expand record button and a pop-up will appear that contains all the data of the chosen record.
On the right-hand side of the pop-up screen, you'll see the Add Comment button.
Click the button to open the comment box. You can comment and even attach files to the comments in the comment box.
You can also mention a user in your comment to notify them.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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