How can I assign and track tasks on individual opportunities?


You can assign and track tasks on each opportunity in WorkSpan.

Go to the opportunity for which you want to assign a task. 

Click the Tasks tab to go to all tasks for that opportunity.

Select a task and then:

  • To assign a task, click the Assign button.
  • To track a task, click the Watch button and add yourself as a watcher.


Also See:

Adding a Task

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