Go to SURPLUS SYSTEMS

All collectionsPipelinesViewing Notes Within Opportunities

Viewing Notes Within Opportunities

This guide explains how to access and review notes under Opportunities, ensuring you stay informed about updates and maintain continuity in your sales interactions and strategy.

1. Begin by clicking 'Deals' to access Opportunities.

1 Click here.

2. Click this icon to Add Notes for this opportunity.

2 Click here.

3. Input your notes in the text area provided.

3 Click here.

4. Click this button to add the note.

4 Click on "Add Note".

5. Your note is now added!

5 Click on the element.

6. To edit the existing note, click this icon again.

6 Click on the element.

7. Click the pencil icon to edit existing note.

7 Click here.

8. Fill in additional details/notes for this opportunity.

8 After, click on the element.

9. Click this button to update the notes.

9 Click on "Update".

10. To delete this note, click this icon.

10 Click on the element.

11. Your note has been successfully deleted!

11 Click on "Add Notes".

Did this answer your question?

😞

😐

😁

Viewing Notes Within Opportunities | SURPLUS SYSTEMS