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CRM APP - Pipeline - Opportunity - How do I edit an Internal Note or Attachment?

Derek Bowen
on 6/13/16, 1:26 PM 467 views

I would like to know how you can edit or delete an "Internal Note" or "Attachment" within the "Pipeline" opportunity in the CRM App,

Thanks Derek 


Pinakin Nayi (pna)

--Pinakin Nayi (pna)--
| 2 2 5
Ahmedabad, India
--Pinakin Nayi (pna)--

He has good skills in problem identification and implementation of effective solutions. He is working in RD India validation team.

Skype: pinakinerp

LinkedIn : https://www.linkedin.com/in/pinakin-nayi-2a33103a/


Pinakin Nayi (pna)
On 6/14/16, 4:45 AM

You can delete attachment from top attachment menu. For internal note you can delete only if you authorized person(i mean admin) and have setting menu access. (Go to Setting > Technical > Email > Messages find out your message and delete it.)

Note. Need to activate debug mode.

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Asked: 6/13/16, 1:26 PM
Seen: 467 times
Last updated: 6/14/16, 5:38 AM