05-29-2012 02:20 PM
I try to duplicate opportounity but the duplicate is not linked with contact (and compnay via contact) is it possible somehow to automaticaly link it just like orginal opportunity ? also i was sure that if opportunity is linked with contact that all history and notes and activities added to opportunity will be automaticaly linked to contacts that is linked to it but i try now and it aint so. i use ACT 2011premium HF4.
06-01-2012 06:39 PM
I do this regularly from the contact screen in opportunities just use Copy Ctrl+c and Paste Ctrl+v and then do a refresh and you should find it has duplicated on the contact