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Write, edit and delete deal comments
Comments record context with author and time inside the deal.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open the card and find the Comments panel.
Enter your comment in the bottom field and click Send.
To correct a comment, hover over it, click the pencil, edit the text and save.
To delete a comment, use its trash icon and check the list.
While editing, use Cancelar (Cancel) or Escape to discard the text before saving. Enter sends or saves when no mention suggestion is open; Shift+Enter inserts a new line.
Check your result
Comments record context with author and time inside the deal.
What you need to know
- Comments are internal to the deal; they are not a WhatsApp message to the customer.
- The delete icon does not open an additional confirmation in this interface.
- Editing is allowed for the comment’s author or an authorized administrator. If the server rejects an edit or deletion, the list can return to its previous state; check the result.