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Notes on opportunity records let you capture context, decisions, and updates that do not fit neatly into structured fields. Every note is timestamped and attributed to the user who created it, creating a running log of deal intelligence.

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Creating a note

1

Open the opportunity

Navigate to Opportunities and click an opportunity card to open its detail panel.
2

Go to the Notes tab

In the detail panel, click the Notes tab.
3

Click + Add

Click + Add to create a new note.
4

Enter the note content

Type your note in the text field. Notes support basic formatting — bold, italic, and bullet points.
5

Save

Click Save. The note appears in the notes timeline with your name and the current timestamp.

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Viewing note history

All notes are displayed in reverse chronological order in the Notes tab. Each note shows:
  • The content of the note
  • The user who created it
  • The date and time it was added
Use the search bar at the top of the Notes tab to find specific notes by keyword.

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Adding notes via workflow

Use the Add Note to Opportunity workflow action to automatically create notes based on triggers:
  1. In the Workflow builder, add an action step after your trigger
  2. Select Add Note and choose Opportunity as the target
  3. Enter the note content — use merge tags like {{contact.name}} or {{opportunity.value}} for dynamic content
  4. Save the workflow
This is useful for logging automated events — for example, “Follow-up email sent on ” or “Stage changed to Negotiation by automation.”

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Linking notes to contacts

Notes on an opportunity are specific to that opportunity record. The linked contact’s own notes (in the contact record’s Notes tab) are separate. To cross-reference:
  • Mention the opportunity name in a contact note
  • Mention the contact name in an opportunity note
  • Use workflows to add notes to both records simultaneously when an event occurs

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Searching notes

In the Notes tab of any opportunity:
  1. Click the search icon or use the search bar
  2. Enter a keyword or phrase
  3. Matching notes are highlighted in the timeline
For account-wide note searching, use the global search in the top navigation bar.
Establish a team convention for note formatting — for example, always start with a category tag like “[CALL]”, “[EMAIL]”, or “[MEETING]” so notes are easy to scan and filter visually.
Last modified on March 6, 2026