Ivan,
Thank you for the help. It appears there are two kinds of things that can be used to drive/track progress on an opportunity.
1. Tasks: These can only be of type "phone call" as it appears hard coded into that drop down. This would seem to be a good generic way to track what needs to be done for the opportunity if you could use different values in the "TYPE" field. Am I missing something here?
2. Activities: These seem to be boiler plate "requirements" that the sales person should complete to move thru the sales process. They appear to be unrelated to tasks from a software point of view. I assume that in practice tasks will help someone track what they did to complete an activity. There just doesnt seem to be anyway to relate the two.
3. In general, there seems to be some bugs that haunt this area. You dont seem to be able to create sales teams and other little flaky things that happen.
4. Comments: This is also a powerful tool, but seems to be disconnected. It would really be nice to see this integrated in one view with tasks and activities so that you could see the history of an opportunity and what was done.
Looks like the building blocks are there, just not quite done putting it all together.
