Managing the Notes

You can capture the notes related to the opportunity. Follow the below steps to do the same.

1. Click Notes button.

2. Enter the notes related to the opportunity in the textbox. This is a mandatory field to fill.

3. Click the Create button. The created note displays in the timeline view.

4. To see the details who captured the notes, you can either click the note icon/message line itself. The window expands to show the details.