Sales Opportunities Tasks

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Sales Opportunities Tasks

This screen gives a list of open tasks for Sales Opportunities only. The entries can be maintained on the grid by clicking the [Edit] button to display the foremost sales opportunity tasks. New tasks can also be added using the [Add Task] button, which will display a finder containing open sales opportunities that the task is to be assigned.


Use the [Refresh list] to update the list of other users who have captured tasks since the view was opened.







See the Task Entry section of this document for further information on the fields available.