Add notes in an Opportunity
- Go into the respective opportunity.
- Click on Notes in opportunity-menu bar as shown in the image.
- Click on button
- Write your notes. Use if you want to attach a file(image, pdf, excel).
- To mention/tag other team members in the project, use symbol '@' this will pop up a drop down with opportunity team members > select the person you want to tag.
- Click Add to save it.