Adding a note to an opportunity

Notes are a useful means of keeping track of actions that have taken place in an opportunity, and can be used for future reference. After an opportunity is created, you can add notes to the opportunity. For example, you can add notes to document all the actions that have been taken on the opportunity.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Opportunities.
3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display opportunities matching the search criteria.
   • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
   • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
5. In the Notes panel, click Add Notes.
6. The Notes dialog box is displayed. Perform the following steps:
   • In the Note Text box, enter appropriate notes.
   • From the Note Type drop-down list, select the note type for the note.
   • Select the For internal use only check box to indicate that the note is meant for internal viewing only. If you select this check box, the note will be displayed only to internal users, and not to customers.
   • Select the Mark priority as high check box if the note is of high priority.
   • Select the note type from the Filter by Note Type* drop-down list to display only the notes of a particular note type. For example, select All from the drop-down list to view all the notes.
   • Select the Show System Generated Notes check box to display the notes that are automatically generated by the system.
7. Click Add Note.
   Note: It is mandatory that you enter the note text.
8. Click Close to close the Notes dialog box and return to the Opportunity Details screen.