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Add New Opportunity: Step 4 - Notes

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David N
August 24, 2020 19:02

Opportunities_-_Notes_-_00.png

The Notes tab allows you to enter notes for an account to refer to.

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Articles in this section

  • Opportunities Overview
  • Opportunities Report Dashboard
  • Opportunities Report Dashboard: Sales Status
  • Opportunities Report Dashboard: Printable Reports
  • Opportunities Report Dashboard: Lead Source
  • Add New Opportunity Overview
  • Add New Opportunity: Step 1 - Details
  • Add New Opportunity: Step 2 - Marketing
  • Add New Opportunity: Step 3 - User Defined Fields
  • Add New Opportunity: Step 4 - Notes
See more

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