I cannot get Activity Series to stay associated with Opportunities. From the toolbar I select Schedule -- Activity Series. I select the appropriate activity series template. Under "Associate with", I click the "..." button, locate my Opportunity and click the arrow button to add it to the right window. It shows up under "Opportunities" at this point, however, when I click OK, it is no longer associated. I am able to associate the Activity Series with a company and group just fine --- it's only opportunities that won't stay associated. Any help would be appreciated.
Message Edited by bernhauser on 05-25-2010 09:22 AM