Siebel Applications Administration Guide > Target Account Selling >

Adding Notes to Opportunities

The Notes view consolidates comments (for example, notes and directions) created by various members of the sales team. These notes 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.

This task is a step in Process of Managing Target Account Selling.

To add a note

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field of an opportunity record.
3. Navigate to the Notes view, then the Public Notes view or Private Notes view.
4. In the Notes view, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Description	Type the text for the note.
   Created	Displays the date and time that you create the note.