The History tab is used to track the overall activity of the Opportunity. You can add History Notes directly from this window by clicking the New button at the bottom part of the tab.
Note that in addition to History Notes, any activity that is linked to the Opportunity will also be documented in the History tab. This includes any new documents added to this Opportunity, new messages linked to the Opportunity, and any audit records for updates made to the Opportunity details.
History tab, main screen
History Notes are usually the way to document important phone calls you wish to log with date and time, or any other communication that was performed with anyone related to this Opportunity.
Note that should the Opportunity be won and you wish to charge the customer for work already performed concerning the sale, you can easily transform a History Note into a Charge by opening the History Note window and clicking on “More Actions.”
.
Charging a History Note