Post Journal
You can add new journal posting for a deal. To do so, first go to Deals, and select a deal from the list. Then, follow the steps below:
- Scroll to the Journal section.
- Click the icon.
- Enter the title and message into the given field.
- You can upload files by tapping on the upload icon.
- If you want your manager to be informed immediately about this journal posting, check the "Need manager’s attention" checkbox.
Note:
If you check the "Need manager’s attention" checkbox, your sales manager and assistant sales manager will receive a notification about your journal message immediately after you post it. - Click OK to post your message.
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