This feature is common to all sharemundo links® solutions.
Step 1: Go to the “Actions” section in the left-hand menu (the “Business Management” section for business-related actions or the “Project Management” section for actions related to your projects).
Note : The screenshots below pertain to company tasks, but the principles are the same for project tasks (if you have aSharemundo Links®solution that includes project management).
Step 2: Click the action button for the action you want to link to an opportunity, and select “Edit.”
Step 3: Select "Related Opportunities," then manage the related opportunities.
Select the opportunity or opportunities. Confirm your selection.
These opportunities are related. You can close the window. Don't forget to save your selection.
