How do I Add a Task to an Opportunity?

Tasks can be added to Contact profiles while viewing in Opportunity Pipelines

They will also be visible in the Opportunity summary when the Layout selected includes 'Info'.

1.3.14

Selecting a Contact profile within an Opportunity Pipeline enables a new Task to be added by clicking on the Task button in the Activity Summary.

1.3.15

The pop out window allows the Task detail to be recorded and when saved by clicking Add Task.

1.3.16

The Task will show in the Contact Activity Summary where it can be edited or marked as completed.

1.3.17

The Task will automatically show in the Task Manager summary, with the Opportunity reference from which it originated. 

1.3.18

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