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Adding Notes

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The Notes view consolidates comments (for example, notes and directions) created by various members of the sales team. These can be marked for general viewing or can be kept private. The Notes view allows the sales team to aggregate and track observations about the opportunity throughout the sales process.

To add a note

Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity.
Click the Target Account Selling view tab.
From the Show drop-down list, select Notes.
In the Notes list, add a record, and in the new record, add a description.
From the drop-down list, select Public Notes or Private Notes.

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