Connect Business Opportunity to Existing Business Activity

Explanation

You can connect the business opportunity to an existing business activity. This can be done by right-clicking on the header and clicking Connect to Existing Business Activity in the Business Opportunity window. The Connect to Existing Business Activity dialog box will then be displayed for user to select the target business activity.

Prerequisites

The business opportunity must have been saved.

System Effects

The business opportunity is connected to an existing business activity. The Activities tab of the opportunity will list the connected activity. Also the References tab of the activity will display related opportunity.

Window

Business Opportunity
Business Opportunities

Related Window Descriptions

Business Opportunity
Business Opportunities
Create Business Opportunity from Activity
Connect to Existing Business Opportunity  
Create Business Activity from Business Opportunity
Connect Business Opportunity to Existing Business Activity

Procedure

1. Display the business opportunity via the Populate or Query function, in the Business Opportunity window.
2. Right-click and then click Connect to Existing Business Activity. The Connect to Existing Business Activity dialog box is displayed.
3. Select the target activity from the records that appear on the window.
4. Confirm by clicking OK.