Important: A meeting can be added to an Opportunity by two different methods.
1.To add a meeting from the Opportunity information screen:
a.Click the Forecasting tab.
c.The Advanced Search gives you the ability to search within your Custom Opportunity Fields.
d.Find the desired Opportunity in the search results and click the corresponding link.
e.The Opportunity information screen will display in an editing format.
f.Click the Add New button at top center of the Opportunity information screen. The drop-down list will display.
g.Click Meeting. The Meeting dialog window will display.
h. Enter the Meeting information.
i. Click OK to save and close.
j. The Meeting is logged in to the Action Plan history underneath of the text box.
2.To add a Meeting from the Account/Contact screen:
a.Click the Add New button at top center of the button row. The drop-down list will display.
b.Click Meeting. The Task dialog window will display.
c.Select Opportunity from the Link To drop-down list.
d.Enter the Meeting information.
i.Select the Sync with Exchange check box to sync this meeting with Exchange.
e.Click OK to save and close.