Adding an Event to a new or existing Opportunity
Adding an Event to a new or existing Opportunity
1) In the Event - click Edit
2) Go to Related to - Click
Others
3) Pick Opportunity from the drop
down
4) Click the Search function
5) Choose which Opportunity to
associate the Event with, or if one does not exist, create a new opportunity
7) After you select the relevant
Opportunity, it will appear in the Event Information box. Click Save
8) You will now see this Event
in the left panel on the Opportunity under 'Open Activities'
9) Once completed, it will be moved to 'Closed
Activities' and remain there
Related Articles
Adding Links
Adding Links Add Links Delete Links Links help you access third party applications and URLs to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your ...Adding, Modifying, and Re-inviting Users
Adding, Modifying, and Re-inviting Users Adding Users Modify Users Re-Invite Users Users with the Manage Users permission in their profile can access the users' list and perform tasks such as adding users, modifying user details, and viewing the apps ...Converting a Project to an Opportunity
Converting a Project to an Opportunity 1) Go to the Projects module and select a Project 2) Click the dropdown arrow in the top right-hand corner with ‘Mark as Viewed’ written on it and select ‘Convert to Opportunity’ 3) The below message ...Adding Photo
Adding Photo You can add a photo of your contacts and leads in your the CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In ...Adding G Suite Users to the CRM
Adding G Suite Users to the CRM After creating a CRM account, users with the Super Administrator's privilege can add users from G Suite to the CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We ...