With the proposal presented, let's take down some details from what we have learned that may help us later when we come back to this opportunity. One method of collecting this information could be to add the details to the Internal Notes field in the opportunity form. There is value, however, in using the OpenChatter feature in Odoo to document our new details.

Most importantly, using OpenChatter to log notes gives you a running transcript with date and time stamps automatically generated. With the Generic Notes field, it can be very difficult to manage multiple entries. Another major advantage is that the OpenChatter feature can automatically send messages to team members' inboxes updating them on progress. let's see it in action!

Click the Log an Internal note link to attach a note to our opportunity. The following screenshot is for creating a note:

The activity option is unique to the CRM application and will not appear in most documents. You can use the small icons at the bottom to add a smiley, attach a document, or open up a full featured editor if you are creating a long note.

When you create a note, it is attached to the business document, but no message will be sent to followers. You can even attach a document to the note by using the Attach a File feature. After clicking the Log button, the note is saved and becomes part of the OpenChatter log for that document.