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How to Add Internal & External Comments to a Proposal

You can add two types of comments to a proposal:

  • External Comments: Visible to the client (Contact) if they view the proposal.
  • Internal Comments: Visible only to your internal team.

To add a comment:

  1. Open the proposal.
  2. Click the Comments icon (a speech bubble) in the top-right icon tray.
  3. A pop-up window will appear with two tabs: External and Internal.
    • Select External Comments to write a note for your client.
    • Select Internal Comments for team-only notes. The description confirms "No Contact Visibility".
  4. Type your message in the text box.
  5. Click Add Comment.