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Former Member

Can we create Appointment & phone calls and assign to Opportunity?

Hi,

My client has a requirement to created these 4 activities at the Opportunity level

1. Phone call to understand the interest.

2.Appointment Requisition,

3.Appointment outcome,

4. Documentation under task.

I have created the 'documentation activity' under task under activity planner so the sales rep can add the activity at the time of creating Opportunity.

Is there any way to create the other 3 activities as predefined in the system. So the sales rep has to just add them and not create them whenever he/she creates an opportunity. Can we automate this?

.

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3 Answers

  • Best Answer
    Apr 10, 2017 at 01:23 PM

    Hello Ruchi,

    **** The current system behavior/option is :=>

    1.Created an Opportunity.
    2.Go to Opportunity->Activities facet .

    =>From here you can created New- Task/Phone Call /Appointment etc....

    =>This newly created activities will have all the details from the related Opportunity(I.e. from opportunity via which this follow-up
    activity been created).

    ***Note:The other way is not possible i.e. you can not create all above activities and assign/add it as a reference in an Opportunity.

    Do set the thread to answer ,if it helps.

    Regards,
    Ankush.

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    Former Member
    Apr 10, 2017 at 03:06 PM

    You can also add Visits in the Opportunity and you can do this via adaptation mode. I also suggest that you add Activity Timeline.

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  • Apr 11, 2017 at 05:27 AM

    Hi Ruchi,

    Check if the Sales Activity Advisor / Sales Assistant can solve the issue with the predefined activities.

    Best regards,

    Bent.

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