Create a Note on an Opportunity via Contact View

Location: Contact Record View/Opportunities Section - > Click on the Opportunity Record to access the Opportunity View Mode where you can then click through to the Notes section of the Opportunity.

Overview: One way to create a note on an opportunity, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and in the contact view mode, visit the Opportunities section where you can click once on an opportunity record to access its view mode. In the opportunity view mode, can click through to the Notes section of the opportunity and use the quick create fields to create the note on the opportunity.

Watch: View this quick tutorial to learn more about adding notes to an opportunity via a contact record.

See Also:  

• Work with Your List of Notes via the Finder
• Work with Your List of Opportunities via the Finder

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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