Create Kona Task Dialog Box
If a touchpoint is associated with an opportunity for which a space exists in Kona Business, and you are a member of that space, you can use the Create Kona Task dialog box to create a task in Kona for the touchpoint.
You can also create a Kona task for touchpoints when you click on the Opportunities tab toolbar and add the touchpoint using the Add Touchpoint dialog box.
Location
To display the Create Kona Task dialog box, complete the following step:
- In the Opportunities, Companies, or Contacts area, select the opportunity, company, or contact for which you want to create a Kona task for a touchpoint.
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Do one of the following:
- In the Opportunities area, click the Activities tab.
- In the Companies or Contacts area, click the Touchpoints tab.
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In the Touchpoints grid, hover over the row for the touchpoint for which you want to create the Kona task, and click
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If you are not already logged on to Kona, you are prompted to do so when you click .