- Navigate to your opportunities page by clicking on “Opportunities” on the left-side panel.
- Open the opportunity.
- Beneath the information billboard area of the opportunity, you will see the publisher zone which includes tools to enter your notes, tasks and/or events.
- The linked object will be recorded in the stream beneath the publisher zone of the opportunity for record keeping purposes.
You can also “link” the opportunity when creating a new event or task by entering the opportunity title in the “Link to” field.