You can add brief notes to Opportunities and Exclusion Zone Conflicts allowing you to, for example, keep a record of conversations you’ve had with the other project owner.

To add notes you start by viewing the “detail view” for an opportunity.

From within the opportunity detail view, click on the “NOTES” button.

The notes view is now displayed. To add a new note click on the “Add New Comment” button.


You can choose to be notified anytime another user adds notes to an opportunity or exclusion zone conflict where you are the project owner. This option can be found under Email Preferences in your User Profile.