How to create and edit a note?

To view, create, or edit notes linked to an opportunity, click on the opportunity:

In the side panel that opens, go to the Activity feed tab (1), then Notes (2).

You will then be able to view the notes you have created.

To add a new note, click the + (1), fill in the fields, then click the Save icon (2).

To view a note, click on it — it will expand below.

To edit or delete a note, click the … at the top right, then select Edit or Delete. Once your changes are made, don’t forget to click Save.