Question

Business Activity with Connection Type: Customer


Userlevel 5
Badge +7

Hi All, 

Please explain from which window, business activities with the connection type: ‘customer’ could be directly created?

 

Thank you.


2 replies

Userlevel 4
Badge +9

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Userlevel 5
Badge +8

Hi Vindya,

 

If you have a business opportunity created for the customer, you can create a business activity from that directly. Not sure if this is what you are looking for.

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