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Quick Entry - Comments

How to use Quick Entry comments in Handle CRM.

With Quick Entry Comments, you can add notes, action items, and send notifications to other team members from any search result, making quick work of updating open opportunities and collaborating across your organization.

How to use Quick Entry Comments

What You’ll Need

  • Any Search in Handle that uses Grid or Activity view

1. Open the Quick Entry Popup

Hover over the Stacked-dots icon location for the record you want to add to or edit.

The Stacked-dots icon can always be found by hovering over the far left side of the row, or next to most text based column like Item Name, Comments, or Notes fields.

2. Add a Comment

As soon as the popup appears, start typing.

To notify another team member of your comment, type @ plus a few letters of their name.

Then find and then click on their name.

3. Hit Enter

Hit the enter key to close the popup, save and date stamped the comment, and send any notifications.