Linking Activity to Oppurtunity
Hi we are using the opportunity management and the Activity Management.
We want to relate an activity to the opportunity.
Is there a way that we can link an activity to an already existing opportunity?
The business scenario looks like this.
We have an already created opportunity.
The sales guy made a call to the company to see the progress of opportunity.
Now he wants to enter in to the system. He wants to relate the activity to the existing opportunity.
So whenever he opens the opportunity he wants to see the list of the activities he carried out.
This also gives an idea of how the sales members are working on different opportunities.
We are using CRM 4.0 with SP7
Your inputs are welcome