Create an opportunity task

Create an opportunity task

1. Click the Open icon.
2. Type opportunities in the Filter field.
3. Click the Opportunities list item.
4. Click the OK button. The Opportunities (Filter in Place) form opens.
5. Type [your opportunity number] in the Opportunity field.
6. Click the Filter in Place icon.
7. Click the Tasks button. The Opportunity Tasks (Linked) form opens.
8. Type Schedule a demonstration in the Task Description field.
9. Click the Task Type drop-down arrow.
10. Click the Demo list item.
11. Verify Open displays in the Status field.
12. Click the Owner drop-down arrow.
13. Click the [your user login] list item.
14. Verify Normal displays in the Priority field.
46 Lesson 4: Using Quote To Sales Order
15. Click the calendar icon in the Due Date field. A calendar displays with the current month and 
year visible.
16. Click the [date two days from the current date] option. The Due Date field populates.
17. Click to select the Mandatory check box.
18. Click the Save icon.
19. Click the Close (X) button on the Opportunity Tasks (Linked) form. You are returned to the 
Opportunities form.
20. Click the Stage drop-down arrow.
21. Click the 3-Present list item.
22. Click the Save icon.
23. Click the Tasks tab.
24. Verify that the opportunity task you created displays.
25. Click the Close (X) button on the Opportunities form

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