Add opportunity tasks

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create opportunity tasks to capture additional details of your customer's requirements.

    Vorbereitungen

    Role required: sales_manager

    Prozedur

    1. Navigate to List view and select Opportunity - All.
    2. Select the opportunity you want to work with and select the Tasks tab.
    3. Select New to start a new opportunity task or select an existing opportunity task to make changes.
    4. On the Opportunity Task form, fill in the fields.
      For more information, see Create new opportunity task form.
    5. Select Save.
      The Opportunity task is added to the main opportunity.

    Nächste Maßnahme

    You can create appointments in your opportunity tasks. To learn more, see Create an appointment from Opportunity Management.