Setting a follow up task on an opportunity
Setting a task on an event opportunity
This guide will outline how to set a 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 under Activities
Leave the subject as follow-up
Set a due date
Click on the calendar to select a due date.
Select the date you wish to action the task.
Select the contact’s name
Record notes
Save
The repeat and recurrence only if applicable.
Click on save.