Intro
NextStage lets you take notes about Opportunities so your whole team can stay up to date.
Adding Notes
You can take notes about opportunities in NextStage. To create a note, click on any opportunity in your pipeline. In the Activity tab, click the Add Note button to create a new note.
Related Contacts
When you're creating a note, you can choose to associate the new note with one or more contacts. Associating contact(s) will let you view the note on each contact's page.
Choose contacts in the "Contacts" dropdown to associate.
For example, if you have a call with multiple teaming partners, you can add each participant to the note. Once you create the note, you will be able to see the note when you visit any one of the contact's pages.
Creating an Email Note
NextStage also lets you create notes from an email, making it easy to track conversations with government clients and teaming partners.
Each opportunity has its own dedicated email address in the Bcc email field.
Bcc email
When you send an email to the unique email address, NextStage will take the contents of the email and create it as a note.
Example email note:
