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) for the record to which you would like to add follow-up and click the Follow-Up button

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

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

To add Meeting

In Opportunity, click on the Action menu (3 vertical dots) for the record to which you would like to add a meeting and click the Meeting button

Enter the details on the meeting page and save the form

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) for the record to which you would like to add call log and click the call log button

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

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

To add task

In Opportunity click on the Action menu (3 vertical dots) for the record to which you would like to add a task and click the Task button

Enter the details on the task page and save the form

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

To edit Opportunity

In Opportunity click on the Action menu (3 vertical dots) for the record that you would like to edit and click the Edit button

Make the necessary changes and click on Save

You can convert the opportunity in the view page

To convert opportunity

In Opportunity, click on the Action menu (3 vertical dots) for the record that you would like to convert and click the convert button

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

Opportunity once added can be deleted if no longer necessary

To delete Opportunity

In Opportunity, click on the Action menu (3 vertical dots) for the record that you would like to delete and click the Delete button

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

Last updated 2 years ago