Copy - Notes Overview Course

Common Note Types

There are many different types of notes in Salesforce. This activity will walk you through the most common note types you will encounter. Flip through the cards to learn more about each common note type and when you would use them.

Next

General Notes

Flip

General notes

• Can be used on both Opportunities and Accounts to convey information that doesn't fit in with Tasks or the Call Plan.
• Can have multiple General Notes on same Opportunity or Account.
• May be used for special projects or information gathering as directed by leadership.

Next

Competitor

Flip

COMPETITOR

• This note type is used for recording information on losses to competition.
• Can be used to log attempts at winback and retention before closing or cancelling a fair.
• Can be used on an Account or a specific Opportunity.

Next

Prospecting

Flip

PROSPECTING

• Prospecting Notes are used to capture information on booking attempts for both existing and new business.
• Can contain information on what has been discussed and who we have spoken to.
• Can be used on an Opportunity or on the Account.

Next

Not Rebooked

Flip

Not REBOOKED

• Used only for a specific Opportunity.
• Only one note of this type can be on each Opportunity.
• Used to capture reasons why a customer has not yet rebooked a fair for next year.

Next

EVENT PROBLEM

Flip

EVENT PROBLEM

• Used only for a specific Opportunity.
• Only one note of this type can be on each Opportunity.
• Used to capture major concerns or problems with a fair.
• (Rarely used)

Next

Common Note Types

This activity is completed. Exit full screen mode by clicking the three dots in the lower right hand corner and selecting "Full Screen" Scroll down to click continue.