Notes can be added to any opportunity in Zomentum. Notes can be pieces of information from the discussion that you had with the client or if there's some special information you would like to remember about an opportunity.
To add a note follow these simple steps:
- Click on the desired opportunity to open opportunity detail page.
- Click on Take Notes.
- Add your notes and hit Submit.
You can also pin a note to the top of recent activity feed in an opportunity. See how to Pin a note.