How to link a task to an opportunity?

[Former Member]

Dear community,

How is it possible to link an existing task to an existing opportunity in C4C?

Thank you and best regards,

Eva

[former_member226 · Accepted solution]

Hi,

You can use 'Related Items' tab in Task and Assign your Opportunity as Reference. Please refer the attached snapshot for reference.

2017-03-09-17-36-15.png

Thanks

Saurabh

[Former Member · Accepted solution]

Hi Saurabh,

Thank you very much for this helpful answer!

Best regards,

Eva