Home  >   FAQs   >  How do I add an Opportunity to a Project Task?

How do I add an Opportunity to a Project Task?

Table of Contents

Follow these steps to add an opportunity to a project task:

  1. Click the Main Menu.
  2. Go to the Projects tab.
  3. Select the Project Tasks module.
  4. Open any Project Task record.
  5. Click the +New button in the Summary View.
  6. Click the Add or Create button.
  7. Select Opportunity.
  8. Hover over a record in the list of all existing opportunities to display the radio buttons.
  9. Click the radio button on the left side of the record to select the record.
  10. Click the Add Selected button present below the list.
The linked opportunity will be seen in the Opportunity widget in the Summary View of the PT record.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.