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Adding Notes To An Opportunity

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How to add notes to an Opportunity Record.

Back To The ProphetCRM Beginner's Guide

This video will cover how to add notes to an Opportunity. You can bring up the Opportunity a couple of different ways but the most common ones are by searching for it using Prophets Total Search feature  or from the Opportunity Manager.

Step One: Bring up the Opportunity that you'd like to add notes to.

Step Two: On the "Notes" tab of the Opportunity, type the notes that you would like added to the opportunity.

Step Three: Once you are done adding your notes, near the right hand side of the window select what type of activity you would like to associate with the note.

Step Four: Click "Add Notes and Track" to add the note and activity to the Opportunity.

Step Five: Once you are done making changes to the Opportunity, click on "Save and Close" to save your changes.

Congratulations! You've just added notes to an Opportunity!

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