There are multiple ways to do this.
- First:
- Go into the respective opportunity.
- Select Activity in the opportunity-menu bar. As shown below
- Click button.
- Enter the required details in the pop up:
- Hit Save if you have only 1 entry.
- Hit Save and Add for filling in more entries.
Note:
- The stage is prefilled as the current stage of the opportunity, if you wish you change please select from the dropdown.
- The time and comments are not the mandatory fields.
- Select the Billable/Non Billable toggle according to the activity
- Second:
To enter activity in other ways in the opportunity please visit the article in activities section, Alternatively - refer this link: https://support.lovethatdesign.studio/knowledge/activities-on-.studio