Creating an Opportunity Note

Notes are essential for logging specific details of an Opportunity. They range from project specifics, customer communication markers, to other important or helpful context.

To make a note, open the opportunity you would like to add the note to. Find the Notes & Activities section. In this section, locate the text box containing the text "Type a message". Enter your note here. You may add links, attachments, and images.

It is important you mark a note by its type. To do this, click on the note type dropdown menu beneath the note text box, and click the most relevant option. By default, it is titled General Note. For instance, if you are scheduling an appointment and taking notes on roof condition, you would mark the note as Appointment Center.

When your note is complete, click the red Send button.