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How do I add a note, task or event to an opportunity?

Team Wealthbox
Team Wealthbox
  • Updated

  1. Navigate to your opportunities page by clicking on “Opportunities” on the left-side panel.

  2. Open the opportunity.

  3. 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.

  4. 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.