Add a Note to an Opportunity

Add a Note to an Opportunity

When you want to add simple information to an Opportunity, you can use the Note card on their Summary tab.

  1. Go to the Opportunity workspace.
  2. Find the Opportunity you want to add a Note to. Click on its Description or Request ID to open their record.
  3. Locate the Notes card on the Details tab.
  4. Type the note you want to add. Press enter when finished.


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