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Opportunities & Pipelines

How to Use Opportunity Notes?

Organize and view notes by opportunity or contact with flexible associations, smart filtering, and robust search for streamlined CRM note management.

3 min read701 words19 explained imagesUpdated Fri, 25 Apr, 2025 at 4:05 AM
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On this page
  1. What are opportunity notes?
  2. Key Benefits of Opportunity Notes
  3. How do opportunity notes work?
  4. How to use opportunity notes?
  5. Best Practices
  6. Related Articles

TABLE OF CONTENTS

What are opportunity notes?

We’ve launched Opportunity Notes that lets you link notes to both Opportunities and Contacts independently. This gives you more flexibility in how you manage and view your notes in both opportunities and contacts.

 
Each opportunity can have their own dedicated notes, separate from contact notes, while still maintaining the flexibility to associate notes with multiple entities when needed.

Note: To enable this feature, go to Subaccount > Settings > Labs and toggle "Opportunity Notes" on.


Key Benefits of Opportunity Notes


The Opportunity Notes feature enables you to:

  • Entity-Specific Notes: Create dedicated notes for opportunities without mixing them with contact notes either from the contacts tab or from the opportunities tab directly. (see example)

  • Flexible Associations: Choose to either associate notes with Contacts, Opportunities, or both.

  • Cleaner Organization:Maintain distinct notes for Contacts and Opportunities, reducing clutter and improving clarity.

  • Smart Filtering:Quickly filter and find notes based on their entity associations.

  • Powerful Search: Instantly find notes using improved search functionality.

How do opportunity notes work? 


Example scenario: 
John Doe (a contact) has two opportunities for 2 different real estate properties- Property A and Property B. Sara (the Sales Agent & GHL Customer Care Admin) managing the properties for John Doe wants to create specific notes for each opportunity to keep relevant information tied to each property’s opportunity only.

Here’s how Sara will create opportunity & contact-specific notes.

Step #1: Under Property A’s Opportunity, Sara navigates to the Notes section, clicks Add Note, and enters the note’s contents.

How do opportunity notes work? (image 1 of 19) What this shows Step #1: Under Property A’s Opportunity, Sara navigates to the Notes section, clicks Add Note, and enters the note’s contents. What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Step #1: Under Property A’s Opportunity, Sara navigates to the Notes section, clicks Add Note, and enters the note’s contents. Immediately after, the guide continues: Step #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe). Image 1 of 19 What this coversStep #1: Under Property A’s Opportunity, Sara navigates to the Notes section, clicks Add Note, and enters the note’s contents. Next stepStep #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe).
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)

Step #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe).

How do opportunity notes work? (image 2 of 19) What this shows Step #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe). What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Step #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe). Immediately after, the guide continues: Step #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to create an opportunity-only note. Image 2 of 19 What this coversStep #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe). Next stepStep #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to create an opportunity-only note.
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)


Step #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to create an opportunity-only note.

How do opportunity notes work? (image 3 of 19) What this shows Step #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to… What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Step #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to create an opportunity-only note. Immediately after, the guide continues: After Step #3: Sara now has two notes. Image 3 of 19 How to confirmStep #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to create an opportunity-only note. Next stepAfter Step #3: Sara now has two notes:
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)

After Step #3: Sara now has two notes:

  • One linked only to Property A (opportunity-specific note).

  • One linked to both John Doe and Property A (shared note between opportunity and contact.)

How do opportunity notes work? (image 4 of 19) What this shows One linked only to Property A (opportunity-specific note). What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: One linked only to Property A (opportunity-specific note). One linked to both John Doe and Property A (shared note between opportunity and contact.). Immediately after, the guide continues: Viewing Property B: When Sara switches to Property B’s Opportunity, she sees only the shared note (the one linked to John Doe), because the Property A–specific note isn’t associated with Property B. Image 4 of 19 What this coversOne linked only to Property A (opportunity-specific note). One linked to both John Doe and Property A (shared note between opportunity and contact.) Next stepViewing Property B: When Sara switches to Property B’s Opportunity, she sees only the shared note (the one linked to John Doe), because the Property A–specific note isn’t associated with Property B.
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)

Viewing Property B: When Sara switches to Property B’s Opportunity, she sees only the shared note (the one linked to John Doe), because the Property A–specific note isn’t associated with Property B.

How do opportunity notes work? (image 5 of 19) What this shows Viewing Property B: When Sara switches to Property B’s Opportunity, she sees only the shared note (the one linked to John Doe), because… What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Viewing Property B: When Sara switches to Property B’s Opportunity, she sees only the shared note (the one linked to John Doe), because the Property A–specific note isn’t associated with Property B. Immediately after, the guide continues:, enters the note, selects both contact associations and then hits save. Image 5 of 19 What this coversViewing Property B: When Sara switches to Property B’s Opportunity, she sees only the shared note (the one linked to John Doe), because the Property A–specific note isn’t associated with Property B. Next step, enters the note, selects both contact associations and then hits save.
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)


Adding a Note for Property B: She clicks Create New Note, enters the note, selects both contact associations and then hits save.
How do opportunity notes work? (image 6 of 19) What this shows , enters the note, selects both contact associations and then hits save. What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads:, enters the note, selects both contact associations and then hits save. Immediately after, the guide continues: Filtering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs. Image 6 of 19 How to confirm, enters the note, selects both contact associations and then hits save. Next stepFiltering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs.
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)

Filtering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs.

How do opportunity notes work? (image 7 of 19) What this shows Filtering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to… What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Filtering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs. Immediately after, the guide continues: Opportunity notes let you maintain notes specific to each deal without mixing contexts. Notes shared with a contact appear across opportunities; opportunity-only notes remain in their respective opportunities. Image 7 of 19 What this coversFiltering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs. Next stepOpportunity notes let you maintain notes specific to each deal without mixing contexts. Notes shared with a contact appear across opportunities; opportunity-only notes remain in their respective opportunities.
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)
   
How do opportunity notes work? (image 8 of 19) What this shows Filtering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to… What this shows Illustrates the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How do opportunity notes work?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Filtering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs. Immediately after, the guide continues: Opportunity notes let you maintain notes specific to each deal without mixing contexts. Notes shared with a contact appear across opportunities; opportunity-only notes remain in their respective opportunities. Image 8 of 19 What this coversFiltering in Contacts: In the Contacts tab, selecting John Doe and going to Notes, Sara can filter notes by Opportunities or Contacts to view exactly what she needs. Next stepOpportunity notes let you maintain notes specific to each deal without mixing contexts. Notes shared with a contact appear across opportunities; opportunity-only notes remain in their respective opportunities.
All 2 steps in this procedure
  1. One linked only to Property A (opportunity-specific note).
  2. One linked to both John Doe and Property A (shared note between opportunity and contact.)

Key Takeaways:

  1. Opportunity notes let you maintain notes specific to each deal without mixing contexts.

  2. Notes shared with a contact appear across opportunities; opportunity-only notes remain in their respective opportunities.

How to use opportunity notes?

1. Create Notes and Select Associations

a) Adding Notes Via Opportunities

Navigate to the Opportunities section, select the specific opportunity and click on add note. 

How to use opportunity notes? (image 9 of 19) What this shows Navigate to the Opportunities section, select the specific opportunity and click on add note. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Navigate to the Opportunities section, select the specific opportunity and click on add note. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Enter your note description clearly in the provided text box. Image 9 of 19 Where to goNavigate to the Opportunities section, select the specific opportunity and click on add note.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepEnter your note description clearly in the provided text box:
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Enter your note description clearly in the provided text box:

How to use opportunity notes? (image 10 of 19) What this shows Enter your note description clearly in the provided text box: What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Enter your note description clearly in the provided text box. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Under Associated Objects, click on Associate To and c hoose whether the note should be associated with. Image 10 of 19 What to fill inEnter your note description clearly in the provided text box:
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepUnder Associated Objects, click on Associate To and c hoose whether the note should be associated with:
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Under Associated Objects, click on Associate To and choose whether the note should be associated with:

  • Opportunities

  • Both Opportunities and Contacts

  • Contact

How to use opportunity notes? (image 11 of 19) What this shows Opportunities Both Opportunities and Contacts Contact What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Opportunities Both Opportunities and Contacts Contact. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Use the search and add functionality to precisely link entities and then click on save. Image 11 of 19 What this coversOpportunities Both Opportunities and Contacts Contact
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepUse the search and add functionality to precisely link entities and then click on save.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Use the search and add functionality to precisely link entities and then click on save.

How to use opportunity notes? (image 12 of 19) What this shows Use the search and add functionality to precisely link entities and then click on save. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Use the search and add functionality to precisely link entities and then click on save. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Navigate to Contacts, select a contact, then click Notes Button. Image 12 of 19 How to confirmUse the search and add functionality to precisely link entities and then click on save.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepNavigate to Contacts, select a contact, then click Notes Button.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

b) Adding Notes Via Contacts

Navigate to Contacts, select a contact, then click Notes Button.

How to use opportunity notes? (image 13 of 19) What this shows Navigate to Contacts, select a contact, then click Notes Button. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Navigate to Contacts, select a contact, then click Notes Button. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Select the Relevant associations you’d like to add with the specific opportunity. Image 13 of 19 Where to goNavigate to Contacts, select a contact, then click Notes Button.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepSelect the Relevant associations you’d like to add with the specific opportunity.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Click on Add Note button

How to use opportunity notes? (image 14 of 19) What this shows Navigate to Contacts, select a contact, then click Notes Button. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Navigate to Contacts, select a contact, then click Notes Button. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Select the Relevant associations you’d like to add with the specific opportunity. Image 14 of 19 Where to goNavigate to Contacts, select a contact, then click Notes Button.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepSelect the Relevant associations you’d like to add with the specific opportunity.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Select the Relevant associations you’d like to add with the specific opportunity. 

How to use opportunity notes? (image 15 of 19) What this shows Select the Relevant associations you’d like to add with the specific opportunity. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Select the Relevant associations you’d like to add with the specific opportunity. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Easily search for the opportunities and select the relevant one. Image 15 of 19 What to chooseSelect the Relevant associations you’d like to add with the specific opportunity.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepEasily search for the opportunities and select the relevant one.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Easily search for the opportunities and select the relevant one.

How to use opportunity notes? (image 16 of 19) What this shows Easily search for the opportunities and select the relevant one. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: Easily search for the opportunities and select the relevant one. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: 2. Filtering Notes by Associations. Image 16 of 19 What to chooseEasily search for the opportunities and select the relevant one.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next step2. Filtering Notes by Associations
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

2. Filtering Notes by Associations

  • In the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts.

  • Click the Filter icon to specify and refine associations.

Filter Tab in Opportunities.

How to use opportunity notes? (image 17 of 19) What this shows In the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: In the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts. Click the Filter icon to specify and refine associations. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: View and manage notes conveniently in the Notes tab under Contacts or Opportunities. Click on a note's association indicator to view or adjust its linked entities. Image 17 of 19 What to clickIn the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts. Click the Filter icon to specify and refine associations.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepView and manage notes conveniently in the Notes tab under Contacts or Opportunities. Click on a note's association indicator to view or adjust its linked entities.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Filter Tab in Contacts.

How to use opportunity notes? (image 18 of 19) What this shows In the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: In the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts. Click the Filter icon to specify and refine associations. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: View and manage notes conveniently in the Notes tab under Contacts or Opportunities. Click on a note's association indicator to view or adjust its linked entities. Image 18 of 19 What to clickIn the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific opportunities or contacts. Click the Filter icon to specify and refine associations.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepView and manage notes conveniently in the Notes tab under Contacts or Opportunities. Click on a note's association indicator to view or adjust its linked entities.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact


3. Access and Manage Notes

  • View and manage notes conveniently in the Notes tab under Contacts or Opportunities.

  • Click on a note's association indicator to view or adjust its linked entities.

How to use opportunity notes? (image 19 of 19) What this shows View and manage notes conveniently in the Notes tab under Contacts or Opportunities. What this shows Illustrates the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". This screenshot appears in the "How to use opportunity notes?" section of "How to Use Opportunity Notes?". The text alongside this image reads: View and manage notes conveniently in the Notes tab under Contacts or Opportunities. Click on a note's association indicator to view or adjust its linked entities. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Regularly review your note associations for accuracy. Clearly label notes to streamline filtering and search. If notes don't appear correctly, confirm your association settings. Image 19 of 19 What to clickView and manage notes conveniently in the Notes tab under Contacts or Opportunities. Click on a note's association indicator to view or adjust its linked entities.
Fields in this part of the guide OpportunitiesBoth Opportunities and ContactsContact
Buttons and menus referenced Associate To
Next stepRegularly review your note associations for accuracy. Clearly label notes to streamline filtering and search. If notes don't appear correctly, confirm your association settings.
All 3 steps in this procedure
  1. Opportunities
  2. Both Opportunities and Contacts
  3. Contact

Best Practices 

  • Regularly review your note associations for accuracy.

  • Clearly label notes to streamline filtering and search.

  • If notes don't appear correctly, confirm your association settings.

Frequently asked questions

What are opportunity notes?
We’ve launched Opportunity Notes that lets you link notes to both Opportunities and Contacts independently. This gives you more flexibility in how you manage and view your notes in both opportunities and contacts. Each opportunity can have their own dedicated notes, separate from contact notes, while still maintaining the flexibility to associate notes with multiple entities when needed. Note: To enable this feature, go to Subaccount > Settings > Labs and toggle "Opportunity Notes" on.
How do opportunity notes work?
Example scenario: John Doe (a contact) has two opportunities for 2 different real estate properties- Property A and Property B. Sara (the Sales Agent & GHL Customer Care Admin) managing the properties for John Doe wants to create specific notes for each opportunity to keep relevant information tied to each property’s opportunity only. Here’s how Sara will create opportunity & contact-specific notes. Step #1: Under Property A’s Opportunity, Sara navigates to the Notes section, clicks Add Note , and enters the note’s contents. Step #2: She selects the associations for the note; in this case, she chooses both the Opportunity (Property A) and the Contact (John Doe). Step #3: She adds another note but selects only the opportunity under associations (omitting the contact John Doe), then clicks Save to create an opportunity-only note. After Step #3: Sara now has two notes: One linked only to Property A…
How to use opportunity notes?
1. Create Notes and Select Associations a) Adding Notes Via Opportunities Navigate to the Opportunities section, select the specific opportunity and click on add note. Enter your note description clearly in the provided text box: Under Associated Objects , click on Associate To and c hoose whether the note should be associated with: Opportunities Both Opportunities and Contacts Contact Use the search and add functionality to precisely link entities and then click on save. b) Adding Notes Via Contacts Navigate to Contacts , select a contact, then click Notes Button . Click on Add Note button Select the Relevant associations you’d like to add with the specific opportunity. Easily search for the opportunities and select the relevant one. 2. Filtering Notes by Associations In the Notes tab in Opportunity and also in contacts, use filters to quickly find notes linked to specific…

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