C4C Outlook Add In Sync to Opportunity

[denrick]

Hello-

We use the C4C Outlook Add in to sync contacts, appointments and emails to accounts. I would also like to sync to an opportunity. When I go to add a reference, opportunity is grayed out and I am unable to select.

Can someone guide me as to how to set this up to work?

Thanks!

[former_member192750]

You need to select an account first in the Add Reference dialog.
Or if you see the opportunity in the side panel, under a contact, you can simply drag and drop onto it.