Add opportunity tasks

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 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.

What to do next

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

• Create an appointment from Opportunity Management
  Create appointments with the required stakeholders to move the business discussion forward for your opportunity.

Related tasks

• Create a related task from a touchpoint