Siebel Hospitality Guide > Capturing Hospitality Opportunities > Adding Details to the Event Opportunity >

Adding Notes to an Event Opportunity

Sales team members can add text notes to the opportunity, using the Notes view. Notes can be designated as private, only accessible by the creator, or public, accessible by the entire events planning team.

This task is a step in Process of Capturing Hospitality Opportunities.

To add notes to an opportunity

1. Navigate to the Opportunities screen > Opportunity List view.
2. In the Opportunities list, query for the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. Click the Notes view tab, and then click the Public or Private link.
5. In the Notes list, add a record, and in the Description field add the note text.
6. Click Check Spelling to verify spelling in the field.