Editing Notes for Opportunities and Projects

The Notes tab displays a general text box. Edit the notes using the local menu.

Use the following procedure to edit notes.

1.

In the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. or Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager, click the Notes tab in the lower pane.

2.

To add a note, click the mouse in the text box. A blinking cursor appears. Type text to add to the note.

3.

To edit the note, highlight the text to alter and right-click.

4.

At the local menu, complete the fields as needed.

○ Undo: Undo the last editing action on highlighted text.

○ Cut: Removes the select text.

○ Copy: Copies the selected text to the clipboard.

○ Paste: Pastes the last copied text to the location of the blinking cursor.

○ Delete: Deletes the text.

○ Select All: Highlights all the text in the note.