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Former Member

How to link a task to an opportunity?

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
    Mar 09, 2017 at 12:46 PM

    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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