View a Conversation, Task, Event, or File for an Opportunity
Use the Kona panel on the Collaboration tab in the Opportunities area to view conversations, tasks, events, and files in Kona for the selected opportunity.
Prerequisites: The opportunity must be associated with a space in Kona Business, and you must be a member of that space. In addition, the actions you can perform may be restricted by the access rights specified for you in Kona.
To view a conversation, task, event, or file for an opportunity, complete the following steps:
- Click to go to the Opportunities area.
- Use the search field immediately above the opportunity title to select the opportunity.
- Click the Collaboration tab. (The number of your unread conversations displays at the right end of the Collaboration tab label.)
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In the lower-left corner of the tab, do one of the following:
Object Description Click this icon to display a list of conversations for the current space Click this icon to display a list of tasks for the current space. Click this icon to display a list of events for the current space. Click this icon to display a list of files for the current space. -
Do any of the following:
- If you displayed a list of conversations, click a conversation title to display the comments in that conversation.
- If you displayed a list of tasks, events, or files, click the title of the task, event, or file to display information about it.
- To add a comment to the selected conversation, click in the blank field at the bottom of the list of comments, enter your comment, and click Send.
- To view information about the selected conversation, click .
- To view the conversation associated with the selected task, event, or file, click .
- To return to the list of conversations, click .