# 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) ![](/files/B69YAIF2SrRywNEuP7o4) for the record to which you would like to add follow-up and click the **Follow-Up** button

![](/files/uIa1VBgHVmHpfvBsneij)

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

![](/files/2y3lyKCQDPsrC6MsRsMc)

## 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) ![](/files/QmFihUXOv0PxfTwpslLk) for the record to which you would like to add a meeting and click the **Meeting** button

![](/files/7XgQM7Ct990ah5Hw4Jiv)

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

![](/files/G66mEEjSABngKmI3Uowd)

## 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) ![](/files/z7IMhIcu40ySj01ZnA6K) for the record to which you would like to add call log and click the **call log** button

![](/files/75Wtsftq8TjLAIfoYGuL)

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

![](/files/Rn6hsxKxOGvOFfR53Q6H)

## 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) ![](/files/rbGQrewxk27DCXNaFMRk) for the record to which you would like to add a task and click the **Task** button

![](/files/B1PfLttGm8QL2iAf70iW)

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

![](/files/rzuZdO0uGcObP9ZgZzLb)

## 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) ![](/files/hYlh04G3syB4M315TY3j) for the record that you would like to edit and click the **Edit** button

![](/files/hSmijoWzrvcPepyUeqbh)

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

![](/files/rHBgCFzIoOu6ZA5weu4n)

## Convert Opportunity

You can convert the opportunity in the view page

To convert opportunity

In **Opportunity**, click on the Action menu (3 vertical dots) ![](/files/lEUnYglTbazcSDRWbIoo) for the record that you would like to convert and click the **convert** button

![](/files/1YtDL57lq6aZwwlp6fQD)

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

![](/files/1g2TTUDHXHE0j8E0VEdS)

## 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) ![](/files/6rc8flJLQbE5EtzDUbAG) for the record that you would like to delete and click the **Delete** button

![](/files/eE1nHf4uEnzPF0WRZnp2)

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

![](/files/FVipB88z9bbuex5Ii3IQ)


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