---
title: "Introducing Our New Notes Feature: Your Secret Weapon for Growth!"
description: Discover our new Notes feature! Keep customer details organized, boost collaboration, and enhance service—all from your Opportunity Dashboard. Try it now!
image: https://spendwatt.com/hubfs/SpendWatt-HS-Logo-700x350.png
---

 Mar 27, 2025 1:33:22 PM

# Introducing Our New Notes Feature: Your Secret Weapon for Growth!

![Picture of Jason Bank](https://app.hubspot.com/settings/avatar/1a90020a8610769e66970ba6e7aaefcb) [ Jason Bank ](https://spendwatt.com/blog/author/jason-bank)

Share: [facebook-f icon ](http://www.facebook.com/share.php?u=https://spendwatt.com/blog/notes) [linkedin-in icon ](http://www.linkedin.com/shareArticle?mini=true&url=https://spendwatt.com/blog/notes) [Twitter icon ](https://twitter.com/intent/tweet?url=https://spendwatt.com/blog/notes) [pinterest-p icon ](http://pinterest.com/pin/create/link/?url=https://spendwatt.com/blog/notes) [envelope icon ](mailto:?body=https://spendwatt.com/blog/notes)

### **Just launched: Our new Notes feature helps busy solar and battery pros manage customer details effortlessly to crack electrification.**

*Released: March 24, 2025*

No more lost info or missed opportunities - just streamlined process and faster growth.

#### What's it got:

- **Save time** with customer details stored right where you need them
- **Close more deals** by remembering what matters to each customer
- **Scale your business** with better team collaboration
- **Deliver exceptional service** that generates referrals

#### Two Simple Ways to Use Notes

Adding a note is simple and intuitive. You can access it in two convenient spots:

1. **Via the Opportunity Dashboard** 
     - Find your customer opportunity

1. - Click the Notes icon  
       ![](https://spendwatt.com/hs-fs/hubfs/image-png-4.png?width=670&height=376&name=image-png-4.png)
     - Type your notes and save
       
       ![](https://spendwatt.com/hs-fs/hubfs/image-png-Mar-17-2025-06-35-49-4367-AM.png?width=670&height=376&name=image-png-Mar-17-2025-06-35-49-4367-AM.png)

1. **Add Notes anywhere in an opportunity:**  
     - Open any **opportunity**.
     - Click Notes icon in top-right corner.
       
       ![](https://spendwatt.com/hs-fs/hubfs/image-png-Mar-17-2025-06-38-00-9511-AM.png?width=670&height=376&name=image-png-Mar-17-2025-06-38-00-9511-AM.png)
     - Add your notes and save
       
       ![](https://spendwatt.com/hs-fs/hubfs/image-png-Mar-17-2025-06-39-03-2289-AM.png?width=670&height=376&name=image-png-Mar-17-2025-06-39-03-2289-AM.png)

You're building the clean energy future - and we're with you. With Notes, you'll capture every customer preference, track conversation details, and never miss special requirements that could make or break a sale.

#### The feature is live now for all users!

Got feedback? We're all ears.

## Related posts

[![](https://spendwatt.com/hs-fs/hubfs/SpendWatt-HS-Logo-700x350.png?height=200&name=SpendWatt-HS-Logo-700x350.png) ](https://spendwatt.com/blog/phone-numbers)

## [Just Launched: Add Customer Phone Numbers](https://spendwatt.com/blog/phone-numbers)

![Picture of Jason Bank](https://app.hubspot.com/settings/avatar/1a90020a8610769e66970ba6e7aaefcb) [Jason Bank](https://spendwatt.com/blog/author/jason-bank) 

 Mar 27, 2025 1:32:12 PM

keep your electrification projects connected and on track. Released: March 21, 2025

[ Read more ](https://spendwatt.com/blog/phone-numbers)

[![](https://spendwatt.com/hs-fs/hubfs/SpendWatt-HS-Logo-700x350.png?height=200&name=SpendWatt-HS-Logo-700x350.png) ](https://spendwatt.com/blog/opportunity-preferences)

## [Customise Opportunity Preferences for Smarter Deals!](https://spendwatt.com/blog/opportunity-preferences)

![Picture of Jason Bank](https://app.hubspot.com/settings/avatar/1a90020a8610769e66970ba6e7aaefcb) [Jason Bank](https://spendwatt.com/blog/author/jason-bank) 

 Mar 27, 2025 1:30:26 PM

Customise Opportunity Preferences to Keep Your Electrification Projects on Track! Released: March...

[ Read more ](https://spendwatt.com/blog/opportunity-preferences)

[![](https://spendwatt.com/hs-fs/hubfs/SpendWatt-HS-Logo-700x350.png?height=200&name=SpendWatt-HS-Logo-700x350.png) ](https://spendwatt.com/blog/help-center)

## [Introducing the Help Center: Your Go-To Support Hub!](https://spendwatt.com/blog/help-center)

![Picture of Jason Bank](https://app.hubspot.com/settings/avatar/1a90020a8610769e66970ba6e7aaefcb) [Jason Bank](https://spendwatt.com/blog/author/jason-bank) 

 Mar 27, 2025 1:28:10 PM

Meet the Help Center - Your Instant Support Sidekick! Released: March 18, 2025

[ Read more ](https://spendwatt.com/blog/help-center)

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