Matrix Support

How to Find CLOSED - LOST Comments on a Deal?

You can find the deal note on the account profile page, please follow the below steps:

1. Click Lists

2. Select Accounts

3. Click on the Account Name that houses the Deal note.

4. Once the Account Profile page appears, click on the Deals tab.

5. Hover your mouse on the Note icon next to the word Lost for that particular Deal.


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