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Create a Task for an Opportunity

Create a Task for an Opportunity

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Create a Task for an Opportunity

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Important: A task can be added to an Opportunity by two different methods.

 

1.To add a task from the Opportunity information screen:

a.Click the Forecasting tab.

b.Click the Locate tab,  or use Quick Search to search for the Opportunity you’d like to create Task for.

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. The Opportunity information screen will display in an editing format.

e.Click the Add New button at top center of the Opportunity information screen. The drop-down list will display.

 
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f.Click Task. The  Task dialog window will display.

g. Enter the Task information.

h. Click OK to save and close.

i. The Task is logged in to the Action Plan history underneath of the text box.

2.To add a task from the Account/Contact screen:

a.Click the Add New button on top center of the button row. The drop-down list will display.

b.Click Task.  The Task dialog window will display.

c.Select Opportunity from the Link To drop-down list.

 
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d.Enter the Task information.

i.Select the Sync with Exchange check box to sync this task with Exchange.

e.Click OK to save and close.