How can I link a task to an opportunity?

You can link a task to an opportunity within the "Activities".

Link a Task to an Opportunity

  1. Click on “Activities” to open your activity box.
  2. Click and select the particular task you want to link (it’s detail window will show-up at the bottom of the activities box)
  3. Within the Task Tools bar, click on the “Open” button.
  4. Click on Browse to select entity.
  5. Select entity in the Look Up dialog.
  6. Configure other settings for your task and click “Save”.

Tip: You can link a task for a specific opportunity also within that opportunity itself. Open this opportunity (by double-clicking on it) and click the “Activities”. Once you create a new task for this opportunity, it will be automatically assigned to it.

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