To Comment on a Deal
1. Navigate to the specific deal and from the Workspace tab, type directly in the activity log located centrally on the page for streamlined communication throughout every deal stage.
2. Customize comments by using emphasis tools such as bold, underline, or italics. Manually click the tools highlighted below or use normal keyboard shortcuts.
To Mention a Team Member in a Comment
1. To mention a team member you want to notify, begin typing @ followed by their name in the text box.
2. If @ mentioned in a comment on a deal, Dottid will generate a push notification to your mobile app and will also immediately send an email notification that you have been tagged in a comment.
To Edit or Delete a Comment
Hover over the comment, then click the pencil icon to edit the comment, or click on the trash can icon to delete your comment.
How to Create a Support Ticket
If support is needed for anything, please submit a support ticket. Include a brief note about the issue(s) and Select the Checkbox to Authorize Dottid Support to edit your Properties for 7 Days and click Submit.