Introducing Opportunity Notes! | Clixio Changelog
🔔 We’re introducing Opportunity Notes, a powerful new feature allowing notes to be independently linked to Opportunities and Contacts; enjoy greater flexibility and clarity in organising your information!
This feature provides greater precision and clarity in managing notes by separating Opportunity notes from Contact notes, preventing clutter, and making important details easier to find.
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Entity-Specific Notes
: Create dedicated notes for each Opportunity, separate from Contact notes.
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Flexible Associations
: Associate notes with Opportunities, Contacts, or both, choose what works for you.
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Smart Filtering & Powerful Search
: Quickly filter and find notes by their linked entities.
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To activate this feature
: Go to Subaccount > Settings > Labs and toggle “Opportunity Notes” on.
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Navigate to the specific tab
: Open the Opportunities tab (or the Contacts tab) and select the relevant record.
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Create a Note:
Click Add Note, enter your text, then select the entities (Opportunities, Contacts, or both) under Associated Objects.
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View & Manage
: Head to Notes under Contacts or Opportunities to view, filter, and manage your linked notes with efficiency
