An Opportunity Task is a task that can only be added on the opportunity record. When an opportunity task is marked done, you can add outcome notes to the task which will convert the task to a note. These notes will appear on the profile.
You can add multiple tasks to your opportunities to help drive you from stage to stage. By adding multiple tasks, you can outline a strategic road map of the events required for a successful opportunity. With this outline, staff members can see your plan and pick up where you left off.
Example
If the first stage in an opportunity type is identify or discover, you may choose to add a phone call task type to the opportunity, with the detail of the discovery phone call.
- Navigate to the opportunity record.
- Click +Add Opp Task on the left-side menu.
- Do not click +Add Task if you are connecting an opportunity to a task. That is the add task feature that is available on all pages in CommunitySuite, and the task will not be connected to the opportunity.
- Fill in the task information, then click Create.
- The task will appear on the opportunity record and in task lists and reports.