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Using tasks

iMIS Opportunity Management helps you manage the tasks associated with opportunities. It's easy to see the tasks that are assigned to you and to prioritize your efforts to move an opportunity to success. After you complete a task, you can mark it complete and determine whether there are other tasks needing your attention.

To view tasks

  1. From Opportunity, select Opportunity Management.
  2. Open an opportunity.
  3. Select Tasks.

To edit tasks

If you have editing access rights, you can modify tasks, including marking them complete.

  1. From Opportunity, select Opportunity Management.
  2. From Tasks, select the task.
  3. Enter your edits.
  4. Click Save.

See Also

Using Opportunity Management

Using opportunities

Using task communications

Managing Opportunities

Managing opportunity communications


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