View Contact and Organization Notes While Editing an Opportunity

Use this procedure to view contact and organization notes when editing opportunities.

Before you start

To edit a contact or organization note, you must edit the contact or organization record.

Here's what to do

1. From an open opportunity, click the Notes tab.
2. Click the View drop-down list and perform any of these tasks:
   • To view all associated opportunity notes, select Opportunity Notes.
   • To view all associated contact notes, select Contact Notes.
     Note: A contact must be associated with the opportunity for contact notes to display.
   • To view all associated organization notes, select Organization Notes.
     Note: An organization must be associated with the opportunity for organization notes to display.