How to add notes to an Opportunity Record in Prophet CRM.
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.