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How To Add A Note To An Opportunity? (KB10000068)

1. Search for your Opportunity through the search field on the left, or by clicking the Lead/Account and Opportunities tab on the top and locating your Opportunities.

2. Click the Opportunity name to go into the Opportunities Detail.

3. On the follow up box to the right of the opportunity information, type your NOTE in the follow up notes box.

4. Click SAVE.

5. Your notes will be added to the notes section below with the date stamp and time stamp and by whom.

You can also track your notes related to activities by creating a follow up activity action and updating with a result.   Click Here to view how to create a follow up activity.

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