Opportunity Tasks

The Opportunity Tasks form allows you to manually create tasks for a sales opportunity. For each opportunity's tasks, you can assign a task owner, set the priority, select the due date and indicate whether the task is mandatory. You can create tasks for a sales opportunity at any time after the opportunity is created.

You can either directly access this form or click Tasks on the Opportunities form.


Related Topics

CRM Overview

Creating and Managing Opportunities

Opportunities