turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Reply
Topic Options
Regular Contributor
chuckdubdub
Posts: 50

Carrying over activity/history when creating opportunity from Account or Contact?

Options

08-01-2011 04:57 PM

I have a colleague who is indicating that they are unable to carryover the Activity history of an Account or Contact when creating an opportunity from that record.  I mostly work with Leads/campaigns so am unsure how to advise.

 

Thanks for any suggestions!

 

Chuck

 

Report Inappropriate Content
Message 1 of 1 (62 Views)
 
Reply