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:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Collaboration tab. (The number of your unread conversations displays at the right end of the Collaboration tab label.)
4. 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.

5. 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.
6. 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.
7. To view information about the selected conversation, click .
8. To view the conversation associated with the selected task, event, or file, click .
9. To return to the list of conversations, click .