Managing Notes

Last Updated: February 2026

Add Notes via the Opportunity Dashboard:

1. On the Opportunity Dashboard, locate the customer opportunity you want to add notes for and click the "Notes" icon (a pencil / notepad symbol).
   
   
2. In the notes popup, type your customer notes—such as preferences, past interactions, or special requirements - and click "Save" to store them for easy access.
   
   
   
   

Add Notes anywhere in an opportunity:

1. Open any opportunity and click the "Notes" icon (a pencil / notepad symbol) in the top-right corner of the screen to open the notes popup.
   
   
   
   
   
2. In the notes popup, type your customer notes—such as preferences, past interactions, or special requirements - and click "Save" to store them for easy access.
   
   
   
   
   

Congratulations! You’ve added your first note!