3Dolphins
Anywhere EN
Anywhere EN
  • Get Started
  • How to Using 3Dolphins Anywhere
  • Task
    • Task
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
      • Add Task Based on Related Ticket
    • Task Notification
  • Ticket
    • Reply Ticket
    • Transfer Ticket
    • Escalated Ticket
    • Reassign Ticket
    • Takeover Ticket
    • Closed Ticket
    • Search Ticket
    • Agent Performance
    • Ticket Notification
    • Page Listing
  • Priority
    • Priority Ticket
  • Analytic
    • Analytic
  • Team
    • Team Chat
      • Send Message
      • Send File
    • 3Dolphins Meet
  • Account
    • Account
    • Accessibility
    • Info
    • Logout
  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product to Deal
      • Note on Timeline Tab
      • Transfer Deal to Another Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
      • Delete Deal
    • Contact
      • Create New Contact
      • Edit Contact
    • Company
Powered by GitBook
On this page

Was this helpful?

  1. Sales
  2. Deal

Note on Timeline Tab

PreviousAdd Product to DealNextTransfer Deal to Another Pipeline

Last updated 3 years ago

Was this helpful?

Notes on the deal detail page allow you to type any text you want to add to the deal. For example, when a product category or unit does not match, you can add a note to provide information that the entered category or unit does not match, or perhaps when the product price rises, you can add a note to provide information about price changes.

To access this feature, on the Deal page, select one of the deal you want to add note to and go to Timeline tab. Click '+' button to add new note.

The notes that have been successfully added will be entered on the Timeline tab and in this tab you can edit or delete notes that have been previously added by clicking the note.

Add New Note
Note Added Succesfully