Create Business Opportunity from Business Activity

Explanation

When you have a business activity for an account, you can create a business opportunity from that activity. Click Create Business Opportunity in the Business Activity page. The Create Business Opportunity dialog will then be displayed for entering information.

Note: This option is disabled for lead and supplier activities.

Prerequisites

The business activity must have been saved.

System Effects

A business opportunity is created, using all available information on the business activity header.