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Lesson 3: Add team comments
Lesson 3: Add team comments
Store internal comments against any society acquisition
Michael Avery avatar
Written by Michael Avery
Updated over a week ago


Keep track of the latest intel, next steps and colleagues dealings when you view Society Acquisitions.

Follow these simple steps:

  1. Open a society acquisition (in the society section or on an interest schedule)

  2. Scroll down to 'Internal Comments'

  3. Add your latest comments in the free text field

  4. Use this to view and store latest conversations, next steps and pertinent information

Now everywhere you or your colleagues view this acquisition you'll see this information, you can also filter and export this information too.

πŸ”“ Note: this is for your agency's eyes only

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