Add Comments to Clickup

Add notes, next steps, issues and risks to a presales or order task in ClickUp. Enter the task by its CRM Number, choose the type of note and send.

1.Opportunity or order number*

From the CRM record. Opportunities start OPP-, orders ORD-.

2.Type of note

3.Note*

4.Your name*

Shown as the author of the comment.