Opportunity files, notes, Tasks, and email links

Files

In the Files section of the card, upload sales-related documents or add an external link. Manage the file name and visibility so that Staff understands its purpose. Before removing a file, check whether it is the only copy of the proposal or agreement.

Tasks

In the Tasks section, select New record and schedule the next sales action. Task is linked to Opportunity, so its dates may appear in the Opportunities list. The persons responsible for Opportunities do not necessarily automatically become responsible for Task, so check them before saving. The date of the last Task helps understand when work was done on Opportunity, while the date of the upcoming Task indicates what is planned next.

Notes and history

Notes are intended for internal context that does not need to be included in a document sent to the client. Action history helps track important changes, including stage changes and automated actions.

Email Email link

Actions → Copy email link copies the unique Opportunities identifier. When inserted into the email subject or body, the email integration can link the received email to this Opportunity. The exact syntax is provided in the copied text; do not alter it or use a different Opportunities in the email. The link is intended for linking purposes, so do not publish it in shared templates or public channels. The function works only if the administrator has configured Opportunities email scanning.

Related articles

• Opportunity PDF, DOCX, email, and document templates
• Copying Opportunities, record templates, and deletion