Purpose: To record meaningful updates, interactions, decisions, or progress related to a specific sales opportunity. By keeping detailed notes, users ensure continuity of information, improve collaboration among team members, maintain a clear history of client engagement, support accurate forecasting, and enable informed decision-making throughout the sales cycle.
Accessing the App
Required Role: CRM
Log in to Luvelo CRM by visiting app.luvelo.org/crm in your web browser.
Documenting an Opportunity Note
Click "Opportunities".
Click on the opportunity title you want to document note for.
Click "Notes".
Click "+ Note".
Fill in the note details and save:
Note Type: The category of the note, indicating the nature of the update (e.g., meeting, phone call, follow-up, internal update, client feedback).
Contact: The customer or individual associated with the interaction or update being recorded. Selected from existing contacts in the CRM.
Notification Channel: The Slack channel through which notifications related to this note should be sent.
Note: The main body of the message describing the update, conversation, action taken, or information related to the opportunity.
Attachments: Any files that need to be uploaded along with the note, such as proposals, quotes, presentations, or images supporting the update.
