How to Add Notes and Comments to an Opportunity
A guide to adding notes and comments to opportunities in Lease Assist
Adding an internal note or comment to an opportunity allows your team to capture important context, updates, or next steps directly on the record. Notes and comments are visible to internal users only and help keep communication centralized and aligned. The step-by-step guide below shows how to add an internal note or comment to an opportunity so information stays organized and easy to reference.