We’re thrilled to announce the addition of Opportunity Notes in Kraken Business Suite™. This feature lets you link notes to Opportunities and Contacts separately, making it easier to organize your information.
What’s New:
- Entity-Specific Notes: Create separate notes for Opportunities and Contacts.
- Flexible Associations: Link notes to Opportunities, Contacts, or both as needed.
- Smart Filtering & Search: Easily find notes by their linked entities.
Why it Matters:
This update helps you manage notes with better precision. By keeping Opportunity and Contact notes separate, your information stays organized, reducing clutter and making it easier to find important details.
How it Works:
- Activating the Feature: If you would like your Kraken team to turn this feature on for you, please reach out to our team via a support ticket.
- Navigating: Go to the Opportunities or Contacts tab and select the desired record.
- Creating a Note: Click ‘Add Note’, write your note, and choose the entities (Opportunities or Contacts) you wish to associate it with.
- Managing Notes: Use filtering and management options under Contacts or Opportunities to easily handle your linked notes.