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:

