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moving meetings/taks in deals
Hi

users some times record actions under a customer object. At a later stage we want to move these task under specific deals. How can I transfer an item (meeting, call, email) from the customer object to a deal object?

thank you

Chronis
Hi Chronis!

As for the tasks you can edit an existing task & add the deal in CRM items>add. The tak will appear in the deal's activity stream too.

But meetings (calls, emails) cannot be edited this way.

Another workaround is that if you create a deal associated with the particular contact, the connection to the contact will be seen in the deal's page & user will be able to open the contact with the activity's list from the deal.

Kind Regards,

Yana.  
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