Add Notes to the Create/Update Opportunity Action
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Seth Wixtrom
Currently, the only way to add Notes to an Opportunity is manually. Our agency needs to be able to do this automatically. In our case we are using a form to update an Opportunity and we need to be able to add a Note with the update.
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M
Mayank Sinha
Any update on this? We recently migrated from Active Campaign and was surprised to see that updating Opportunity Notes via automation is not possible.
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Antigone Klima
💯x💯^💯
I'd love to present staff a form to enter the information about their touchpoint, which then updates custom fields and notes.
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Drew Lints
I bet you’ll be able to do this when GHL releases the update to make note opportunity centric rather than contact centric. Sadly, they’d been “planning” this since August