4.2.2 Comments Sub Tab

This topic provides information on comments. It allows users to add, view, and manage remarks or notes related to records for better tracking and communication.

The Comments sub tab records any comments regarding the sales lead.

To complete the Comments sub tab

1. On the Origination, click Origination. Under Origination, click Sales Lead. Under Sales Lead, click Comments.

   The Comments screen displays.

   Figure 4-3 Comments

   
   

   
   Description of "Figure 4-3 Comments"

   
   
2. User can perform any of the Basic Operations mentioned in Preface chapter.
   A brief description of the fields is given below:

   Table 4-3 Comments

   Field	Description
   Comment Type	Select the comment type from the drop-down list.
   Sub Type	Select the comment sub type from the drop-down list.
   Comment	Specify the comment.
   Comment Dt	View the date when comment was entered and saved.
   Comment By	View the user id of the person who entered and saved the comment.

3. Perform any of the Basic Actions mentioned in Preface chapter.