Adding an activity-to-opportunity relationship

Ensure to enable the Creating related entities in Opportunity and Activity in M3 Mobility Core Tenant Toolbox. Contact your system administrator for assistance.

You must create an opportunity before you can establish an activity-to-opportunity relationship.

See Creating an opportunity.

  1. Open an activity.
  2. Click Browse on the Activity-Opportunity Relation field.
  3. Select an opportunity record from the list and click Select. You can also click Add Opportunity to create a new opportunity for the activity. The selected opportunity name is populated on the Activity-Opportunity relation field.