Entering Opportunity Tasks

Entering Opportunity Tasks

Opportunity Tasks are very simply NotesAnywhere records that are entered by users as they conduct activities for a particular Opportunity – whether it be logging the details of any calls with the prospective client, assignment of tasks for this Opportunity to other users, or additional details about the products and services related to the Opportunity.

As with all Task Notifications, the creating user has the option of attaching documents to the Note itself, which become anchored to the Opportunity for viewing by other users.

Opportunity Tasks can be entered / viewed by clicking the Tasks button or the NotesAnywhere icon within the tool bar.