An "Investment" is similar to a "Budget," except unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into their home which can increase the value and desirability of the property.
Click on Opportunities on the left-hand pane.
Click on the relevant Opportunity.
Create a new Investment by clicking NEW + (top right pane).
Enter the Section Name (e.g. "Main Kitchen" or "Summer Kitchen").
Enter Notes if needed.
These notes should be relevant to this specific Investment, NOT the Contact.
Click CREATE.
You are now on the Investment page.
You should see the Investment Job Section you created in the right-side pane.
Notes will be displayed toward the bottom.
You can access any attached documents to this Opportunity at the very bottom center pane through the attachments link.