Converting activities


When a phone call, appointment, or task qualifies as a chance to sell, the activity can be converted into an opportunity. This way, all references are preserved and fields in the opportunity are pre-filled based on the activity. In addition, the activity is displayed in the opportunity timeline.

To do this, navigate to Convert To via the three dots in the command bar and then select To Opportunity. The activity is closed and a new opportunity is created.

Aktivitäten konvertieren