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.
2. Click this icon to Add Notes for this opportunity.
3. Input your notes in the text area provided.
4. Click this button to add the note.
5. Your note is now added!
6. To edit the existing note, click this icon again.
7. Click the pencil icon to edit existing note.
8. Fill in additional details/notes for this opportunity.