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Adding Opportunity Notes

The following steps will explain in detail how to add a new opportunity note.

 

From the Main menu, click on Contact Manager, then Opportunities. The Opportunities Find form will come up where you can click on the Opportunity you are looking for.  If you need to Add a new opportunity, see: Adding Opportunities.  Once you have clicked on the Opportunities topic, the  Opportunities form will appear.  Next click the Notes tab at the top of the form.

 

1.The cursor will be flashing in the Date field with the current date already entered or you can click the dropdown button next to this field to open the calendar form where you can graphically enter a date.  Required Field.

2.The current time has already been entered in the Time field or you can  manually enter a time.  Required Field

3.In the Duration field, you can enter the amount of time - in minutes - that you spent with the customer/prospect.  Later, you can create reports based on that duration to summarize time spent on that issue, or problem.

4.The User field will already be filled in with the user currently logged  on or you may enter a different user.  This would normally be the person who spoke with the customer/prospect or is recording the note.

5.Next, enter a Topic from the drop down menu.  Here you can choose to assign a topic to the note like Information, Tech Support or Problem.  This will help categorize your notes. To create a new topic click on the ellipse button and then select the new button.

6.The Notes field is a memo field which, basically means it is large enough to handle 64,000 characters of text.


Related Topics

Opportunity Notes

Opportunities

Adding Opportunities