Introducing Opportunity Notes!

🔔 We’re introducing Opportunity Notes, a powerful new feature allowing notes to be independently linked to Opportunities and Contacts; enjoy greater flexibility and clarity in organizing your information!

❓ Why This Feature?

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.

✨ What’s New?

1. Entity-Specific Notes: Create dedicated notes for each Opportunity, separate from Contact notes.
2. Flexible Associations: Associate notes with Opportunities, Contacts, or both, choose what works for you.
3. Smart Filtering & Powerful Search: Quickly filter and find notes by their linked entities.

🔧 How to Use?

1. To activate this feature: Go to Subaccount > Settings > Labs and toggle “Opportunity Notes” on.
2. Navigate to the specific tab: Open the Opportunities tab (or the Contacts tab) and select the relevant record.
3. Create a Note: Click Add Note, enter your text, then select the entities (Opportunities, Contacts, or both) under Associated Objects.
4. View & Manage: Head to Notes under Contacts or Opportunities to view, filter, and manage your linked notes with efficiently.