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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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.
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!
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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