Adding Notes to Contacts and Opportunities

Understanding and Working with Notes

This documentation explains how to make and view notes within GrowthMap™

Making Notes in Opportunities Pipeline

• In the Opportunities Pipeline, such as Sales Pipeline or Client Feedback Pipeline, Opportunity Deal Cards are displayed.
• Clicking on a card reveals all the details of that opportunity, allowing users to make notes.
• Notes can be added regarding specific actions taken, such as scheduling appointments or making follow-up calls.

Viewing Notes Across Records

• Notes made in the Opportunity Deal Cards are also visible in the respective contact records.
• Users can leave notes directly in the contact record, ensuring all interactions and updates are documented.
• Notes left in either the opportunity or contact record can be viewed collectively in the Opportunities Pipeline for easy reference.