Use Notes on Opportunities

Keep a running record of context on a deal without cluttering the main fields.

Adding a note from an opportunity

1. Open the opportunity.
2. Click Add Note.
3. Write the note.
4. Choose what it's linked to: Opportunity only, Contact only, or both.
5. Save.

Adding a note from a contact

Open the contact's Notes tab, click Add Note, optionally attach a specific opportunity.

Why the linking matters

Keeps context from bleeding into unrelated deals for the same contact over time.

Finding notes later

Notes show a visible indicator of what they're linked to; filter or search by that association.