CRM - Create task in the Opportunity tab

No SprintHub CRM, you can create tasks directly within the Opportunity, ensuring that no important action is left out of the sales process. 💼✨

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▶️ Step-by-step guide to creating the task

1. Open the CRM

   • Through the menu Find Services → GENERAL → CRM

   • Or simply type CRM in the search 🔎

2. Select the Desired opportunity.

3. Click on the tab Tasks ➕.

4. Press Create Task.

5. Fill in the fields as shown on the screen:

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📝 New Task Fields

• 🏷️ Task Title → Clear and objective name. 👉 Ex.: “Send quote”.

• 📊 Stage Define which stage the task is in:

  • Open → task created, not started yet.

  • Pending → in progress, awaiting completion.

  • Custom → according to the stages you configured in your task board.

• 📅 Completion Deadline → Define by when it should be done. 👉 Ex.: 15/09/2025.

• ⚡ Priority → Low, Medium or High. 👉 Use High for urgent tasks.

• 👤 Responsible → Who on the team will carry it out.

• 📌 Type → Classify: Call, Meeting, Email.

• 👥 Participants → Who will collaborate in the execution.

• 👀 Observers → Who will only follow the progress.

• 📂 Opportunity → Filled in automatically.

• 🧑‍💼 Contact → Linked client.

• 💬 Service → Link it to a service, if necessary.

• 🖊️ Description → Add extra details. 👉 Ex.: “Confirm receipt of the proposal and schedule an alignment meeting”.

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✅ Quick tips

✨ Always define Owner + Completion Deadline → ensures control and agility. 📌 Use Priority to differentiate urgency. 📝 Put effort into the Description so that everyone understands the task.

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🎯 Conclusion

Creating tasks within the Opportunity in the CRM helps keep the team organized, ensures that no action is forgotten, and brings more efficiency to the sales funnel. 🚀