Link Emails and Calls to Opportunities

From the ForceManager Android app, you can link calls or emails to an opportunity, making it fast and easy to follow up on the Opportunities you have created for clients or potential clients.

How to link an email or call to an Opportunity?

First, go to the Dashboard or Activities module and select the activity you want to link. Then, perform the following steps:

1. Click on the call or email to open the activity file.

2. Click on the "pencil" icon to open the editing tab.

3. Finally, select the Opportunity related to this activity.

4. Save the changes.

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