Adding New Activities to Opportunities

Access the Opportunity - Manage {Customer Name} Opportunity form. Select the Activities tab. Click the Activities link.

To add a new activity to an opportunity:

1. Click the Add button.

2. On the Add Activity form, complete the steps to create a valid activity, and then click the Save and Close button.

3. The system returns you to the Activities tab and displays the new activity in the detail area of the form.