Questions
The Questions tab displays a list of:
- Questions posted by contributors within the Deal Room and their resolution status.
- Public comments that are posted for a deal in the Activity section of a deal record.
- If CRM users post a public comment for a deal, it appears as a question under Questions in the Deal Room by default.
In this section you can ask a question, and provide replies. You can also edit a question and if a reply was satisfactory, you can mark a question as resolved. Let us look at the actions available in this tab.
Asking a question - Clicking the Ask Question button lets you ask a question which will then be displayed under Questions.
Follow these steps to ask a question :
- Click the Ask Question button. The Ask Question window is displayed.
- Type your questions in the Ask Question window.
- Click Post.
Your question will now be displayed under Questions.
Replying to a question - Clicking the
Reply button allows you to reply to any question in the Deal Room.
Follow these steps to reply to a question:
- Select the question you want to reply to.
- Click Reply. The Reply window is displayed.
- Type your reply in the Reply window.
- Click Post.
You can view your replies for specific questions in the Questions section. Simply click on the question to display the replies.
Editing a question or a reply - Clicking the
Edit button allows you to edit a question or a reply.
Follow these steps to edit a question or a reply:
- Select a question or reply you want to edit.
- Click Edit. The Edit Comment window is displayed.
- Edit a question or a reply.
- Click Post.
You can view the edited questions or replies under Questions.
Note: You will be able to edit questions or replies posted only by you and not other members.
Marking a question as Resolved in the Deal Room - If a reply was satisfactory, you can mark a question as resolved by clicking the
Mark as Resolved button.
Follow these steps to mark a question as resolved:
- Select the question you want to mark as resolved.
- Click Mark as Resolved. A pop-up displays a message asking you to confirm - Are you sure you want to mark this question as resolved?
- Click Ok.
- The question you edited will now have the Resolved label.
The questions you have resolved will appear under Questions with the Resolved label.
Note: Under Questions, questions that are not marked as resolved, will have the label Open.
Posting a Public Comment in a deal record
Follow these steps to post a public comment:
- Login to your CRM account.
- Click the Main Menu.
- Click Sales.
- Look for Pipeline Management.
- Select Deals.
- Select the deal you want to comment on. The Summary View of a deal record is displayed.
- Add your comment in the Activity section.
- Click Post a comment and mention. The Comment window is displayed.
- Type your comment.
- Click the down arrow on the Comment button.
- Click Post and publish to portal.
Note: Not selecting Post and publish to portal will make your comment a private comment and it will not be published in the Deal Room.
- Go back to the Deal Room.
- Refresh the Deal Room by clicking the Refresh icon on your browser..
You can view the comment you posted under Questions in the Deal Room.
Note: - A user can choose to post public or private comments, replies, and edits for a deal in the CRM. Only the public ones will be displayed in the Deal Room.
- The Public icon denotes that a comment is public.
- Questions posted by Contributors in the Deal Room will by default be
displayed as Comments along with the Contributor’s name in the Activity section of a deal record. |