Add activity in an Opportunity

There are multiple ways to do this.

  • First:
    1. Go into the respective opportunity.
    2. Select Activity in the opportunity-menu bar. As shown below
    3. Click button.
    4. Enter the required details in the pop up: 
    5. Hit Save if you have only 1 entry.
    6. 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