This feature provides greater precision and clarity in managing notes by separating Opportunity notes from Contact notes, preventing clutter, and making important details easier to find.
Entity-Specific Notes : Create dedicated notes for each Opportunity, separate from Contact notes.
Flexible Associations : Associate notes with Opportunities, Contacts, or both, choose what works for you.
Smart Filtering & Powerful Search : Quickly filter and find notes by their linked entities.
To activate this feature: Go to Account > Settings > Labs and Toggle “Opportunity Notes” on.
Navigate to the specific tab: Open the Opportunities tab (or the Contacts tab) and select the relevant record.
Create a Note: Click Add Note, enter your text, then select the entities (Opportunities, Contacts, or both) under Associated Objects.
View & Manage: Head to Notes under Contacts or Opportunities to view, filter, and manage your linked notes with efficiently.
