> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/opportunity-activity.md).

# Opportunity Activity

## Create Follow-up for The Opportunity

You can include a follow-up for the opportunity you created.

To add follow up

In **Opportunity,** click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FNnEMEFdhWPPnOHFgUDHi%2F0.png?alt=media) for the record to which you would like to add follow-up and click the **Follow-Up** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCYXkcJMS5jeeHC2BmdST%2F1.png?alt=media)

Enter the details on the follow-up page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6y1ad6vsAmkTLAwEHYyC%2F2.png?alt=media)

## Create a Meeting for The Opportunity

You can add a **Meeting** for which you created an opportunity.

To add Meeting

In **Opportunity,** click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFRAh8gIV12FkyL86D1ZB%2F3.png?alt=media) for the record to which you would like to add a meeting and click the **Meeting** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fo4Zv3gPeHMjAJfr23Nz7%2F4.png?alt=media)

Enter the details on the meeting page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FKBdUpJvfl1Fpqf2eZoOu%2F5.png?alt=media)

## Create a Call log For the Opportunity

You can add a **Call Log** for that you created an opportunity.

To add a Call Log

 In **Opportunity,** click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FmyOEqHXZWrLed74Fey15%2F6.png?alt=media) for the record to which you would like to add call log and click the **call log** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FainzlHhG1bHYSC9sehL0%2F7.png?alt=media)

Enter the details in the call log page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdJEhYkcHo7H0kL5DcuLA%2F8.png?alt=media)

## Create a Task for The Opportunity

You can add a **Task** for which you created an opportunity.

To add task

In **Opportunity** click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMTBcIwdHUWUoTUysHnMa%2F9.png?alt=media) for the record to which you would like to add a task and click the **Task** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FlXKKzpP4wuO3fBcqSTx8%2F10.png?alt=media)

Enter the details on the task page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FeDN82vWvnltojA35cUsd%2F11.png?alt=media)

## Edit Opportunity

You can choose to edit the opportunity that you have created.

To edit Opportunity

In **Opportunity** click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FW6V9flBU4sTx7Cc8o7Yt%2F12.png?alt=media) for the record that you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FATzxH7E9xGGkvheSf1AA%2F13.png?alt=media)

 Make the necessary changes and click on **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FztxbQmfGcGMWTvb1bicq%2F14.png?alt=media)

## Convert Opportunity

You can convert the opportunity in the view page

To convert opportunity

In **Opportunity**, click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzT2xVHe4Uzb20kCds4Ab%2F15.png?alt=media) for the record that you would like to convert and click the **convert** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FUzsuZHdtMFewOUYjN0vh%2F16.png?alt=media)

You need to select that convert opportunity as New Customer or Existing Customer, move **this opportunity to stage,** and click on the **convert** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FwXotrvan4k2fZxGvr4mY%2F17.png?alt=media)

## Delete Opportunity

Opportunity once added can be deleted if no longer necessary

To delete Opportunity

In **Opportunity**, click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FUhYCFHMBFgBmUAkDF3r5%2F18.png?alt=media) for the record that you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdPxIAdlW1JkiHVt2Ao18%2F19.png?alt=media)

Give your confirmation in the popup and the record will be deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FoastUysdi7SeDveFKY0V%2F20.png?alt=media)