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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.