Create a Task on an Opportunity via Contact View 

Location: Contact Record View/Opportunities Section - > Click on the Opportunity Record to access the Opportunity View Mode where you can then click through to the Tasks section of the Opportunity.

Overview: One way to create a task on an opportunity, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and in the contact view mode, visit the Opportunities section where you can click once on an opportunity record to access its view mode. In the opportunity view mode, can click through to the Tasks section of the opportunity and use the quick create fields to create the note on the opportunity.

Watch: View this quick tutorial to learn more about adding tasks to an opportunity via a contact record.

See Also:  

• Work with Your Tasks via the Finder
• Work with Your List of Opportunities via the Finder

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Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View