Customer-Facing Opportunity Comments

When creating an Opportunity within Salesforce, there are two places (fields) where the information added will appear on customer-facing documentation. 

1. Additional Information for Quotes, which when populated, the information will appear on the quotation document sent to the customer for Industry training opportunity types:

2. Customer Notes/Amendments, which when populated, the information will appear on the:

  • Quotation document sent to the customer for Corporate Sale opportunity types
  • Proforma Invoice generated from Salesforce
  • Patient Transport and Event (HMS) Invoices for SA only: