Introducing Opportunity Notes! | Clixio Changelog

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.

1. Entity-Specific Notes

   : Create dedicated notes for each Opportunity, separate from Contact notes.

2. Flexible Associations

   : Associate notes with Opportunities, Contacts, or both, choose what works for you.

3. Smart Filtering & Powerful Search

   : Quickly filter and find notes by their linked entities.

1. To activate this feature

   : Go to Subaccount > Settings > Labs and toggle “Opportunity Notes” on.

2. Navigate to the specific tab

   : Open the Opportunities tab (or the Contacts tab) and select the relevant record.

3. Create a Note:

   Click Add Note, enter your text, then select the entities (Opportunities, Contacts, or both) under Associated Objects.

4. View & Manage

   : Head to Notes under Contacts or Opportunities to view, filter, and manage your linked notes with efficiency