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Create an opportunity based upon an activity?

New Member
Posts: 1
Country: United Kingdom

Create an opportunity based upon an activity?

Hi everyone,

 

Is there a way ACT can automaticallly create an opportunity based upon the user an activity is scheduled for?

 

I.e. 

 

Telephone Call scheduled for Chris. Need the opportunity created for the same user

 

 

Can this be done?? Help? Smiley Happy

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Create an opportunity based upon an activity?

Act! out-of-the-box does not do this...

 

It is only a few clicks to get there though (unless of course you wanted the details of the activity auto copied into a new oppty)...

 

Right click the activity from whatever view and choose 'Go to Contact'...  From there, create your new oppty...

 

You might check out Durking Opportunity List Plus or Calendar List Plus...  They might do what you say...