> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goeva.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add a note to an opportunity

> Save internal information in an Eva opportunity and find it again in its activity, so your team can follow up on a potential sale.

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.](https://mintcdn.com/evaai-85079546/y7UMY7ZpVAfx4JDC/images/en/crm/crm-notes-open-v202609.webp?fit=max\&auto=format\&n=y7UMY7ZpVAfx4JDC\&q=85\&s=465eee8d026f007b4fef4f49a7f57b38)

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.](https://mintcdn.com/evaai-85079546/y7UMY7ZpVAfx4JDC/images/en/crm/crm-notes-compose-v202609.webp?fit=max\&auto=format\&n=y7UMY7ZpVAfx4JDC\&q=85\&s=11a5470740a8167343197b09309d7ff2)

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.](https://mintcdn.com/evaai-85079546/y7UMY7ZpVAfx4JDC/images/en/crm/crm-notes-sent-v202609.webp?fit=max\&auto=format\&n=y7UMY7ZpVAfx4JDC\&q=85\&s=573c8b10124155d40f7cbbd8f1d21d49)

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

> [card] [Track sales in a pipeline](https://docs.goeva.ai/en/crm/pipeline.md)

> [card] [Organize events and appointments](https://docs.goeva.ai/en/calendars/events-and-appointments.md)


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