Sales Oppotunity History Question

[schou10]

I've noticed that while in the sales oppotunity field, it also has a "History" tab where you can record information.  Is there any way that the information can be transferred directly over to the Contact "History" tab?  I thought in the previous version of ACT it would do that.  Thanks.

Rick

[jnpurdy]

Hi Rick.

If you have a history entry, just double click on it and where it says "share with" click on the three dots to the right of the field.  You will then be able change the view to opportunities and find the right opportunity. 

Hope that helps.

[schou10]

That doesn't work.  it does not move the history notes over to the "History" tab while in the in the contact view.