• Release notes
  • Knowledge Base
  • Request Support
  • Release notes
  • Knowledge Base
  • Request Support
home/Knowledge Base/CRM/Opportunities/Adding an Activity to an Opportunity
Popular Search:

Adding an Activity to an Opportunity

32 views 0

You can add an Activity to an Opportunity by clicking ‘Add’ or ‘Log’.

To add an upcoming future Activity, click ‘Add’. You will then see a page like below.

  • (If you need help creating an Activity, please go to this page)

To log an Activity you have already done, click ‘Log’.

A dropdown menu will then appear listing the types of Activity you can Log.

You can then fill in the details of the logged activity.

Next Step: Opportunity Pipeline

Was this helpful?

Yes  No
Related Articles
  • How can I add colleagues to my Team?
  • How can I change my Password?
  • How can I change the theme of my CRM?
  • Products and Services (Key User Role)
  • Tag Management (Key User Role)
  • Currency
Opportunities
  • Adding an Activity to an Opportunity
  • Viewing Won Opportunities
  • Viewing Lost Opportunities
  • Filtering an Opportunity
  • Deleting an Opportunity
  • Creating Opportunity Tags
  • Viewing and Editing Opportunities
  • Creating New Products and Services (Key User Role)
  • Adding Products and Services to an Opportunity
  • Products and Services
  • Opportunity Pipeline
View All 15  
Sitemap
  • Release notes
  • Knowledge Base
  • Request Support
Find Us

Fusion Hive, North Shore Innovation Centre, North Shore Road, Stockton on Tees, TS18 2NB

Search
  • Privacy Policy
  • Terms of Use
Popular Search: