Create a visit and relate it to Leads and opportunities

English Language - Forum
1

Hello, I want to create a call or visit and be able to relate it to the lead module and the opportunity module.

I have created the opportunity related field in calls, so that when I am in a lead, I create a call and relate it to the opportunity.
How do I now make it appear in the call subpanel on opportunities?

2

@Ivanams
Do you make filed relate or relationship one-to-many for the lead module and the opportunity module to the call module?

3

Relationship.
i want to quick create a calls in subpanel of module leads and i be able relationship with a opportunity.

If i create call for leads and relation for opportunity, when i go to opportunity in subpanel calls apair this call.

4

@Ivanams
When did you add 2 relationships between modules:

  • Opportunities one-to-many Calls
  • Leads one-to-many Calls
    did you see new subnels in modules Opportunities and Leads?
5

Yes, i can see subnels in modules.
But when i create call and relation lead and opportunity, only i can see the call in lead, i need show in oportunitty too

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6

@Ivanams
I see :telephone_receiver: and think that this is Calls module. But I don’t understand where is fields of Opportunities and Lead modules.