When you have an opportunity generated from a business activity with a customer, you can create a business opportunity from the business activity. This can be done by right-clicking on the header and clicking Create Business Opportunity in the Business Activity window. The Create Opportunity from Activity dialog box will then be displayed for entering information.
Note: This option is disabled for business lead and supplier activities.
The business activity must have been saved.
A business opportunity is created, using all available information on the business activity header. At the same time the References tab will list the newly created opportunity.
Business Activity
Business Activities
Business Activity
Business Activities
Create Business Opportunity from Activity