Comments are useful to update your colleagues or for reminding yourself where you're up to with your client work.

1. Find your client in the client list, contact in the contact list, or prospect in the prospect list. 

    
   

2. Select the client, contact or prospect.

3. Select Add a comment.
   

4. Enter the body of your comment, and an optional title.

5. Optional - Type an @ before a colleague's name when writing a comment so they receive a notification.
   

6. Select Save.

Edit or delete a comment

1. Find your client in the client list, contact in the contact list, or prospect in the prospect list. 

    
   

2. Select the client, contact or prospect.

3. Find the comment, then from the actions menu select Edit or Delete.
   You can edit a comment's content, formatting or title, or delete the entire comment altogether.

   
   
   

The Clients list