AdvisorEngine CRM gives you the ability to link a created Opportunity to one or more Actions. When viewing that Action, the Opportunity will be referenced and may be opened directly from the Action once it is linked.

See Linking Items to Actions for a general overview of how linked items function.

To link an Opportunity, you may either link an Opportunity to an Action as you create or edit the Action, or you may select an Opportunity and create an Action from it, linking the Opportunity automatically.

Linking from an Existing Action

1. Open an Action in Edit view. (This can be either an existing Action or during the creation of a new Action.)
2. Click Opportunities in the Link To line. (If you do not see the Link To line, click the Detailed view tab on the right of the Action.) A Grid appears listing the Opportunities in the Record.
3. Find the Opportunity to link to the Action. Click Edit in the Commands column. (You may need to scroll right to find the Commands column.)
4. Select the Apply checkbox and then Save .
5. Click Close when finished.

Creating an Action from an Opportunity

To create a new Action from an Opportunity:

1. Navigate to the Opportunities Workspace.
2. Select the checkbox for the Opportunity you wish to link to a new Action.
3. Click the Add Action drop-down from the toolbar and choose the template you wish to start from.
4. From here, create the Action as you normally would.

After saving and adding the Action, the Opportunity you selected at the start will be linked to the created Action.