Add Opportunity Task Types

You may build multiple tasks types to use across your opportunities. Think of these as the tasks that need to be completed in order to pursue and achieve the opportunity goal. These tasks more than likely will correlate with a specific opportunity type stage. For example: If the first stage in an Opportunity Type is Initial Outreach, you may choose to have a Phone Call task type.

  1. From the Opportunities page, click List Types in the left-side menu.
  2. Click on Add Task Type.
  3. Give the Task Type a Name.
  4. Then click Create.

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