To create a new entry in an Opportunity Activity Template, go to the Entries tab of the template and click on the New button in the bottom-left corner. A pop-up menu now appears where you can select either “Task” or “Appointment.”
Note: There is no option here to create a Ticket entry. The system does not allow for a ticket within a ticket.
To edit an existing entry, simply select it from the Entries List in the Entries tab.
New Activity Entry menu
After making your selection, a window opens, allowing you to enter detailed information about the Task or Appointment. Tasks and Appointments have different Detail windows. To learn more about these Detail windows, see the sections that immediately follow, or click on the appropriate link below. These windows are explained in the sections immediately below.