Opportunities: Notes

Opportunities help keep your sales data organized. Learn how to use the notes section of Opportunities. Add, remove, and update existing notes.

Adding Notes

You can include notes in your opportunities. The notes section can contain details about assigned contacts, meeting notes, product information, best practices, etc.

To enter notes in the Overview tab, create a new opportunity or edit an existing one from the Sales > Opportunity Manager tab in the left toolbar.

1. Click the Overview tab.
2. Enter notes in the Enter a new note field.
3. Click Add Note.
   
   

    

4. If necessary, configure mandatory opportunity field information in the Overview tab.
   
   

    

5. If necessary, configure mandatory contact information in the Contacts tab.
6. Click Save.
   
   

    

Editing Notes

To edit a note that has already been left for an opportunity, hover over the note and click   Options > Edit. 

Pinning and Unpinning Notes

You can pin important opportunity notes. Pinned notes will appear above other notes in the opportunity. Only one note can be pinned at a time.

To pin opportunity notes in the Overview tab, hover over the desired note and click   Options > Pin.

To unpin an opportunity note, hover over the pinned note and click    Unpin or, under the Add Notes section, hover over the applicable note and click   Options > Unpin.

Deleting Notes

You can delete previously created notes. Deleted notes cannot be restored. To delete a note that has been left in an Opportunity, hover over the note and then click   Options > Delete. 

Questions?