How to add a note to an opportunity

How to add a note to an opportunity

Adding a note to an opportunity enables you to capture essential details and updates specific to that opportunity. Follow these steps to efficiently document your information:

1. Navigate to the Opportunities section from the Main Menu.

2. Select the opportunity to which a note should be added.



3. Scroll down to the Notes section and click Add Note.



4. Enter the note and mention specific user or users if necessary.




5. Save the note.



6. The note will be displayed once it has been saved.