Add and manage saved-opportunity notes

Capture concise customer notes beside a saved opportunity.

Where to find it

Complete the workflow

1. 1
   Save the opportunity

   Notes belong to the saved workflow.

2. 2
   Open Saved

   Choose the opportunity to review its saved state.

3. 3
   Add a note

   Record a decision, owner, question or next step without secrets.

4. 4
   Save the note

   Confirm the updated text is visible.

5. 5
   Review before sharing

   Keep sensitive evidence in approved systems.

Expected result

What does not happen automatically