How To Add A Pinned Note To An Opportunity

Simplify note-taking in Opportunities by creating a dedicated multi-line custom field for easier access and organization.

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Step 1. Create a Custom Field

Go to Settings.

Navigate to Custom Fields.

Create a new multi-line field.

Name the field "Notes" or any other desired name.

Assign the field to Opportunities.

Step 2. Use the Custom Field

Open an Opportunity card.

Locate the "Notes" field.

Add your notes to the field.

Save the changes.

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This approach provides a more organized and accessible way to store notes directly on Opportunity cards, eliminating the need to scroll through multiple sections.