How can I link a task to an opportunity?

Karel Tinka

September 22, 2016 15:41


You can link a task to an opportunity within the "Activities".

Link a Task to an Opportunity

Tip: You can link a task for a specific opportunity also within that opportunity itself. Open this opportunity (by double-clicking on it) and click the “Activities”. Once you create a new task for this opportunity, it will be automatically assigned to it.

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