Add opportunity tasks

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sales_manager

    Procedimento

    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.

    O que Fazer Depois

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