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Link to or create an Activity when creating a new Sales Opportunity

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3 comments

  • Official comment
    Steffen Olesen

    This feature was added along with adding Sales Opportunities.

  • Tomas Levorsen Damborg

    need also to be able to link a new activity to an exsisting sales opportunity.

  • Fernando Pescuma Aleixo

    Hi Tomas,

    To link an Activity to a Sales Opportunity, you have to do it by the "Stages" tab.

    In SAP is also not possible to assign an Activity directly to a Sales Opportunity.

    Regards,

     

     

     

     

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