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Linking activity from contacts to opportunities

Hi! Is there any way to pull activity from a contact's page to the opportunity tied to him? As in, I log an upcoming meeting on the contacts page, and want it to automatically pull into the linked opportunity? And vice versa. 

 

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  • Hello Kingsley,

    If you select a Contact and go to the Activity tab > Add Activity > Add Task you'll be able to "Relate" it to an Opportunity or Project. Here's a screenshot to help further explain:

    Hope that helps! 

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  • Hi I have the same issue as kingsley - i've converted a lead, where my emails to the lead were captured in the lead activity, and it's created an opportunity and a contact, when I email the contact now, I want the same activity to be linked to the opportunity as well as against the contact... is this possible?

    The solution above is when I'm adding the task manually.

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  • Hello Ben,

    If you like to link an email to an opportunity you'll need to go to the Emails tab > select the Email > Related tab > Add Link to Opp. 

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