Lesson 3: Add team comments

Store internal comments against any society acquisition

Mike Avery avatar
Written by Mike 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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