Did you know you can create a note on an opportunity record from the Kanban Board, instead of going into an opportunity record?

To add a quick note:

1. Click on the three dots on the bottom right corner of the opportunity record.
2. Click on Create Note.
3. The notes pop out will appear. Add your note and any attachments required.
4. When you navigate to your opportunity record, you’ll see the note in the notes section.