- To add a note to an opportunity, click the "+" button on the opportunity you want to add notes to
- The notes section under the opportunity appears. Click the notes section to add notes
- The notes field appears. Enter "Waiting for feedback from client regarding the proposal" as notes for this opportunity
- Once notes have been added click the "Archive" button
- Notes will be added to archives. To view archived notes, click the "Search" button
- The Notes History pop-up window appears with all notes archived for this opportunity and the user who updated these notes.