You can connect a task/appointment to an opportunity/ a lead by one of the following ways:

  • Go to that opportunity/lead
  • Go to its detail view
  • Click (+) to add new appointment or new task

OR

  • Open up Edit Task/Edit Appointment window
  • Click tick (v) button to choose opportunity or lead that you want to connect to
  • Click done to save

OR

  • From detail view of a task/appointment, scroll down until you see “Connect to Opportunity”
 Click on “Connect to Opportunity” to connect the task/appointment to the preferred opp.