Add opportunity tasks

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sales_manager

    Procedure

    1. Navigate to List view Lists tab.and select Opportunity - All.
    2. From the Opportunity List window, 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. Fill in the fields in the Opportunity Task form.
      Table 1. Opportunity Task form
      Fields Descriptions
      Number The system-generated number of the opportunity task.
      Opportunity The opportunity number.
      Due date The date by which the opportunity task has to be completed.
      Short description More information about the opportunity task.
      State State of the opportunity task.
      Assigned to The name of the sales agent to whom the sales manager has assigned this opportunity task.
      Work notes Additional notes about the opportunity task.
    5. Select Save.
      The Opportunity task is added to the main opportunity.

    What to do next

    You can create appointments in your opportunity tasks. To learn more, see Create appointments.