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  1. Opportunities
  2. Maintaining an opportunity
  3. Using notebook for an opportunity

Using notebook for an opportunity

You can use notebook to provide notes that are related to an opportunity.

See Using the notebook.

You can also check if a notebook is available for an opportunity in Checking notebook availability.

  • Opportunities
    • Creating an opportunity
    • Maintaining an opportunity
      • Adding a contact for the opportunity
      • Removing a contact for the opportunity
      • Setting the time zone for the opportunity
      • Adding opportunity-to-opportunity relationship
      • Viewing opportunity-to-opportunity details
      • Deleting an opportunity-to-opportunity relationship
      • Adding an opportunity-to-general object relationship
      • Viewing opportunity-to-general object details
      • Deleting an opportunity-to-general object relationship
      • Adding an opportunity-to-project relationship
      • Viewing opportunity-to-project details
      • Deleting an opportunity-to-project relationship
      • Activities section for the opportunity
      • Adding opportunity-to-competitor relationship
      • Deleting opportunity-to-competitor relationship
      • Viewing the quoted machine details
      • Viewing the product support quote details
      • Viewing the standard quote details
      • Viewing the rental quote details
      • Checklist for opportunity
      • Adding an opportunity focus area
      • Deleting an opportunity focus area
      • Using notebook for an opportunity
      • Opportunity related address
    • Maintaining opportunity reason codes
    • Deleting an opportunity