Linking History, Notes, or Tasks "Up"
I assumed if I linked an opportunity to an organization and to the organization's contacts that if I entered a note or a task or some other type of change on a contact or organization level that I would be able to see it on the Opportunity level. Is this not the case?
Basically, I am trying to write internal instructions for us to be able to track things that happen and I'm nervous that we can't see changes on the contact level when just look at opportunity and vice versa. Any guidance would be greatly appreciated on using these functionalities together to capture all related information, but not confusing people by telling them to look through 3 different levels: org, opp, and contact.