> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunity notes

> Add, view, and manage notes on opportunity records to track deal context and team communication in the HoopAI platform.

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.

## Creating a note

<Steps>
  <Step title="Open the opportunity">
    Navigate to **Opportunities** and click an opportunity card to open its detail panel.
  </Step>

  <Step title="Go to the Notes tab">
    In the detail panel, click the **Notes** tab.
  </Step>

  <Step title="Click + Add">
    Click **+ Add** to create a new note.
  </Step>

  <Step title="Enter the note content">
    Type your note in the text field. Notes support basic formatting — bold, italic, and bullet points.
  </Step>

  <Step title="Save">
    Click **Save**. The note appears in the notes timeline with your name and the current timestamp.
  </Step>
</Steps>

## 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.

## 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 {{date}}" or "Stage changed to Negotiation by automation."

## 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

## 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.

<Tip>
  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.
</Tip>