Connect Business Activity to Existing Business Opportunity

Explanation

You can connect the business activity to an existing business opportunity. Click Connect to Existing Business Opportunity on the Business Activity page. The Connect to Existing Business Opportunity dialog will then be displayed for user to select the target business opportunity.

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

Prerequisites

The business activity must have been saved.

System Effects

The business activity is connected to an existing business opportunity. At the same time the References section of the activity will list the connected opportunity. Also the Activities tab of the opportunity will display related opportunity.