Notes Section

Notes are a great way to summarize your observations on seller interactions and outcomes. By saving Notes, you will be able to keep track of how the progress of the Opportunity. The Notes section is located inside the opportunity but you can also access it from the list view of Actions or Opportunities.

In an Opportunity

1. Inside an Opportunity, click the blue vertical Notes bar on the right side of the page to pull out the Notes section
2. Click Enter Note to add/edit Notes
3. Click Done

From Actions/Opportunities Section

1. Go to the Actions or Opportunities section
2. Look for the Opportunity with the Notes you want to view or edit
3. Click ⋮ More Options next to the action or Opportunity to open the shortcuts menu
4. Select View Notes to see the Notes on the Opportunity

5. Click on the space below Notes to enter edit mode

6. Select Done