Log a note or next step on a deal

Every call, meeting, and decision on a deal belongs on its timeline, so anyone picking it up — including Wally — sees the full story.

To log a note:
1. Open the deal from /opportunities.
2. In the Notes panel, type what happened (a call recap, a next step, a blocker) and save.
3. The note lands on the deal's timeline with a timestamp, alongside stage changes, quotes sent, and other activity.

Keeping a next-step date on the deal is what keeps it off Wally's stalled-deal list — a deal with no recorded next step is exactly what the Insights surface flags for you to chase.