Option 1: From Kanban view
- Click on one of the small action icons (
or
) within an Opportunity card.
- In the window that opens, select New action.
- If you click on
, click on the reason for the delay so you can edit the action if needed.
Option 2: choose a category
- From the list of opportunities, click on an Opportunity card.
- Click
on the right of the screen.
Option 3: quick entry function
- From the list of opportunities, click on an Opportunity card.
- In the window that opens, at the top left of the screen, select the type of action by clicking on the relevant icon.
- Enter the subject of the action and then the date.
- Click Add.