Using Notes in Concours Pro

Contents

• Notes for Contacts
• Notes for Opportunities
• Notes for Companies
• Managing Your Notes

Notes for Contacts

• You can add and view notes specific to each contact in Concours Pro.
• Every contact has a dedicated Notes section where you can create, search, or filter notes as needed.

Notes for Opportunities

• By default, you’ll see notes linked to the main contact for an opportunity.
• Use filters to check notes from other contacts connected to the same opportunity.

Notes for Companies

• The Notes section pulls together all notes from contacts tied to a company.
• This gives you a big-picture view of discussions and updates across all related contacts.

Managing Your Notes

Adding a Note

1. Head to the Notes tab in your contact, opportunity, or company view.
2. Click Add Note to start a new note.
3. Type your note and hit save.

Searching Notes

• Use the search bar to find notes by typing keywords.
• Sort notes by creation date to track them chronologically.

Filtering Notes

• Filter notes by linked contacts to see only the ones you need.
• In the opportunities section, apply filters to view notes from additional contacts.

Viewing Notes

• Notes appear in a list, showing the timestamp and who created them.
• Each note is tagged with the contact’s name, so you know exactly who it’s tied to.