---
title: Tracking Sales Activities within an Opportunity
description: "![Working with Opportunities](https://www.ibe.net/wp-content/uploads/Tracking-sales-activities-1.png) ## 1) Accessing the Activities Tab Navigate to the **Activities** tab in the selected opportunity. From here, you can create, view, and track all sales activities linked to the opportunity. ## 2) Adding or Removing Activities Click…"
url: "https://www.ibe.net/docs/tracking-sales-activities-within-an-opportunity/"
updated: "2026-01-05"
category: "CRM & Sales / Opportunity"
---

# Tracking Sales Activities within an Opportunity

![Working with Opportunities](https://www.ibe.net/wp-content/uploads/Tracking-sales-activities-1.png)

## 1) Accessing the Activities Tab

Navigate to the **Activities** tab in the selected opportunity. From here, you can create, view, and track all sales activities linked to the opportunity.

## 2) Adding or Removing Activities

Click on **“Click here to add activity”**. Use the **“+” icon** to add a new activity or the **“-” icon** to remove an activity from the list.

## 3) Recording Activity Details

For each activity line item, you can record details such as **activity type, description, due date, progress, and status**, making it easier to track timelines and follow-ups.

## 4) Types of Activities

Activities can include a wide range of tasks, such as:

- Phone calls with prospects or customers
- Email follow-ups to share proposals, quotations, or updates
- Meetings with stakeholders, either online or in person
- Product demonstrations or presentations
- Follow-up reminders for contract signing or renewals

## 5) Uploading Supporting Documents

Supporting documents such as **presentations, contracts, or notes** can be uploaded or removed directly from the **Files** column of each activity. This ensures all relevant material is available for reference.

## 6) Pending Activities on Dashboard

Any **pending activities** will automatically appear as active tasks in the assigned resource’s dashboard. This helps sales representatives and managers stay on top of their to-do lists without missing deadlines.