From the Notes tab, you can add opportunity-related details
to an opportunity.
You also can choose the origin of the note you’re adding (phone, fax, post, web form, or
email) to document the origin of the note information accurately. And you can edit notes
after you add them. Notes are internal and are never sent to
customers.By default, the Notes tab opens with only opportunity
notes displayed. If there’s a contact or organization associated with the
opportunity, and the Notes tab of the contact or organization record has notes
associated with it, those notes can also display.
- From an open opportunity, click the Notes tab.
- Perform one of these tasks:
- To add a note, click Add.
- To edit a note, click Edit next to the note header bar.
- Click the Opportunity Note drop-down
menu and select one of the following channels where the opportunity
note information originated:
- No Channel—The note information originated as something other
than a phone call, fax, postal mail, web form, or email.
- Phone—The note information originated as a phone call.
- Fax—The note information originated as a fax.
- Post—The note information originated as postal mail.
- CSS Web—The note information originated from a web form.
- Email—The note information originated as email.
If Outlook integration is activated, Outlook email can be appended to opportunities,
contacts, organizations, and incidents in the Email format.
- Click in the text area and type the note.
- Click Save.