Time billing against an Opportunity allows you to track the amount of time spent working on that Opportunity
- Go to View > My Tasks and open an Opportunity
- Click the Edit icon
- Select an option in the Category field, then click the Save icon. If you do not select a Category at this time, you will be required to do so when stopping the Time Bill
- Click the Time Bill (clock) icon. The following occurs:
- A Time Bill form opens indicating that it is currently running
- In the Tasks form, the open Time Bill is listed at the top of the grid
- To stop the Time Bill, click the Time Bill (clock) icon again
You may also bill time against an Opportunity by clicking the Time Bill (clock) icon in the Opportunity record, using the same instructions as above