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A note keeps information for your team inside an opportunity. It appears in that opportunity’s activity.

What you will get

You will add an internal note and find it beside the opportunity’s history.

Requirements

  • An Eva account with access to Pipelines.
  • An existing opportunity in a pipeline.

Add the note

1

Open the opportunity

Under Pipelines, open the board. In the opportunity card’s menu, select Edit.
Opportunity card with its menu open and the Edit option visible.

Open the opportunity card's menu and select Edit.

2

Write the note

Under Activity, type in the Write an internal note… field.
Write an internal note field and the arrow button used to send it.

The internal note field sits at the bottom of Activity.

3

Send the note

Select Send note, the arrow button beside the field.
Posted note with its author and time in the opportunity's activity.

After sending, the note appears in the opportunity's activity.

How to know it worked

The note appears under Activity, with its author and posting time. The field clears so you can write another note. Depending on the card setup, the board also previews the latest note.

If something goes wrong

If the note does not appear, check for an error in Activity. Keep the text and try sending it again.

Next steps

Track sales in a pipeline

Organize events and appointments