What are Opportunity Notes?
The Opportunity Notes feature allows you to "link notes to both Opportunities and Contacts independently." Each opportunity maintains its own dedicated notes, separate from contact notes, while providing flexibility to associate notes with multiple entities when needed.
Activation Note: To enable this feature, access Subaccount > Settings > Labs and toggle "Opportunity Notes" on.
Key Benefits
The feature enables users to:
- Entity-Specific Notes: Create notes exclusively for opportunities without mixing them with contact notes
- Flexible Associations: Associate notes with Contacts, Opportunities, or both simultaneously
- Cleaner Organization: Maintain distinct notes for Contacts and Opportunities
- Smart Filtering: Quickly filter and find notes by entity associations
- Powerful Search: Instantly locate notes using improved search functionality
How Opportunity Notes Work
The article provides an example scenario with John Doe (contact) having two real estate property opportunities. Sara (Sales Agent & Scalendo Admin) creates:
- Notes linked only to specific opportunities
- Notes linked to both the contact and specific opportunity
- Notes that appear only in relevant opportunity views
When switching between opportunities, users see only notes associated with that specific opportunity.
How to Use Opportunity Notes
Adding Notes Via Opportunities
- Navigate to Opportunities section and select a specific opportunity
- Click "add note"