Opportunity Detailed Information> Task Tabs

To assist you with adding a Task from the Opportunity Detailed Information page, we have outlined the steps below:

1.   Go to the Opportunities Area by clicking on the Sales drop down and click on Opportunities

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or from Account detail screen:

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2.   Click on an Opportunity to view the Opportunity Detailed Information.

3.   Click on the Tasks Tab.

4.   Click on New Task.

5.   Refer to the Home Screen > Add a Task area for more detail on entering the task information.