How to Post a Comment on an Opportunity Timeline

How to Post a Comment on an Opportunity Timeline

Once you have been awarded an opportunity it is very important to maintain contact with your referral partner. On NuOp we have made that simple and easy!

How to Post a Comment on an Opportunity Timeline (Mobile)


First, you will need to navigate to your opportunity detail view. Select “Opportunities” from the bottom menu bar, here you will see all opportunities that you are able to post comments in. 


                                     


Select the opportunity that you wish to post a comment on. This will bring you to the opportunity detail page. 





When you enter the detail page of the opportunity, you will see tabs in the top left of the page to select Timeline or Overview. By default, you will be brought to the Overview page. Click on the tab for Timeline. 






In the timeline tab, you will see all updates and comments concerning this opportunity. 






To add a comment to the timeline, simply select the box that states “Write a message to”. Here you can add a comment to the timeline so you and your referral partner can stay connected and on the same page. 






Once your message is added to the Timeline, your referral partner will be notified that you have added a comment to the Timeline. 





How to Post a Comment on an Opportunity Timeline (Desktop)

First, you will need to navigate to your opportunity detail view. Select “Opportunities” from the bottom menu bar, here you will see all opportunities that you are able to post comments in.







Here you will see all the opportunities that you would like to comment on or update. 






Select the opportunity that you wish to post a comment on. This will bring you to the opportunity detail page. 






When you enter the detail page of the opportunity, you will see tabs in the top right of the page to select Timeline or Overview. By default, you will be brought to the Overview page. 






Click on the tab for Timeline. 






In the timeline tab, you will see all updates and comments concerning this opportunity. 







To add a comment to the timeline, simply select the box that states “Write a message to”. Here you can add a comment to the timeline so you and your referral partner can stay connected and on the same page. 






Once your message is added to the Timeline, your referral partner will be notified that you have added a comment to the Timeline. 





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