1.Click the Forecasting tab.
3.The Advanced Search gives you the ability to search within your Custom Opportunity Fields.
4.Find the desired Opportunity in the search results and click the corresponding link. The Opportunity information screen will display in an editing format.
5.At opportunity information screen, under the Action Plan heading, is a text box. Enter the note information in the text box, click Add Note.
6.The Note is saved and logged in the Action Plan history underneath the text box.