> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/opportunity-activity.md).
# Opportunity Activity
### Create Follow-up for The Opportunity
You can include a follow-up for the opportunity you created.
To add follow up
In **Opportunity,** click on the Action menu (3 vertical dots)  for the record to which you would like to add follow-up and click the **Follow-Up** button
Enter the details on the follow-up page and **save** the form
### Create a Meeting for The Opportunity
You can add a **Meeting** for which you created an opportunity.
To add Meeting
In **Opportunity,** click on the Action menu (3 vertical dots)  for the record to which you would like to add a meeting and click the **Meeting** button
Enter the details on the meeting page and **save** the form
### Create a Call log For the Opportunity
You can add a **Call Log** for that you created an opportunity.
To add a Call Log
In **Opportunity,** click on the Action menu (3 vertical dots)  for the record to which you would like to add call log and click the **call log** button
Enter the details in the call log page and **save** the form
### Create a Task for The Opportunity
You can add a **Task** for which you created an opportunity.
To add task
In **Opportunity** click on the Action menu (3 vertical dots)  for the record to which you would like to add a task and click the **Task** button
Enter the details on the task page and **save** the form
### Edit Opportunity
You can choose to edit the opportunity that you have created.
To edit Opportunity
In **Opportunity** click on the Action menu (3 vertical dots)  for the record that you would like to edit and click the **Edit** button
Make the necessary changes and click on **Save**
### Convert Opportunity
You can convert the opportunity in the view page
To convert opportunity
In **Opportunity**, click on the Action menu (3 vertical dots)  for the record that you would like to convert and click the **convert** button
You need to select that convert opportunity as New Customer or Existing Customer, move **this opportunity to stage,** and click on the **convert** button
### Delete Opportunity
Opportunity once added can be deleted if no longer necessary
To delete Opportunity
In **Opportunity**, click on the Action menu (3 vertical dots)  for the record that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
Last updated 11 December 2025