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Opening Opportunities from the Task Manager

Article: 000050838
Updated: July 9, 2024

Lead Gen & CRM allows you to directly open an opportunity from the Task Manager via the LaunchPad. 

Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

How to Open an Opportunity

If your task has an associated opportunity, you can open the opportunity from the Task Manager.

Tasks with opportunities will not have the lead's name. These tasks will instead show opportunity name and the expected value of the opportunity.

For tasks with opportunities, the  arrow-right3.png  Open caret will not open the Contact Record. Instead, it will open the opportunity assigned to the task. 

 

Opening Opportunities

 

Be aware that only the opportunity assigned to the task will be opened, and not other opportunities that the lead may be attributed to.

 


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