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How to link a task to an opportunity?

Mar 09, 2017 at 08:21 AM

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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

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1 Answer

Best Answer
Saurabh Kabra
Mar 09, 2017 at 12:46 PM
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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


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Former Member

Hi Saurabh,

Thank you very much for this helpful answer!

Best regards,

Eva

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