Setting a follow up Task
Setting a task on a corporate opportunity
This guide will outline how to set a follow-up task on an existing opportunity.
Search for the Opportunity
This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.
Select “New Task”
Click on the new task tab
Key Fields
- Due Date: Set a due date for the task
- Contact Name: Who to contact about the task
- Notes: Any additional notes about the task.
Save
The repeat and recurrence only if applicable.
Click on save.