With this selection of Menu Action button  Actions>>Add Related>>New Note user creates a note related with an Opportunity.

In order to create a Note user completes the following fields:

  • Title

  • Related to: By default the task is linked with the Opportunity for which is created. 

  • Comments: Free text added by the user. 

    In order to save the user selects the  button.

    All notes created for a sales Lead are listed in the tab Related under the group Notes. 


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