Complete an opportunity task

Complete an opportunity task

1. Click the Form drop-down arrow on the Menu bar. A list of the 10 previously opened forms 
displays.
2. Click the Opportunities list item. The Opportunities (Filter in Place) form opens.
3. Type [your opportunity number] in the Opportunity field.
4. Click the Filter in Place icon.
5. Click the Tasks button. The Opportunity Tasks (Linked) form opens.
6. Click the Status drop-down arrow.
7. Click the Closed list item.
8. Click the calendar icon in the Complete Date field. A calendar displays with the current month 
and year visible.
9. Click the [date one day from the current date] option. The Complete Date field populates.
10. Click the Save icon.
11. Click the Close (X) button on the Opportunity Tasks (Linked) form. You are returned to the 
Opportunities form.
12. Click the Tasks tab.
13. Verify that Closed displays in the Status field for the opportunity task.
14. Click the Close (X) button on the Opportunities form

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