Link activities to cases/opportunities

Sometimes, a string of interactions pertain to the same subject or issue, which is often true of a case or an opportunity.

  • In a support case scenario, several interactions might be required before the customer's issue is resolved.
  • In the pipeline of a sales opportunity, you or a member of your team will probably interact with a potential customer many times before a sale is made.

In both scenarios, it's likely several Method users will be logging individual activities. Linking an activity to an existing case or opportunity means every user can see comments from all linked activities.

The following steps will show you how to link an activity to a case or opportunity.

  1. Select an existing activity in your Activity List.
    Although you can create a new activity from the Activities app and link it to a case or opportunity, it is best practice to create new activities from Cases app or the Opportunities App itself.
  2. Underneath the Comments section in the middle column, you will find two dropdowns:
    1. To link this activity to a case, choose the relevant case from the dropdown.
    2. To link this activity to an opportunity, choose the relevant opportunity from the dropdown.

Your activity is now linked to the existing case or opportunity. When you access the case or opportunity in the Cases or Opportunities Apps, you will see the app ribbon has been updated with the new activity. Here is an example in the Cases App:

This case has two related activities:

  • Activity #646 was automatically created when Case #4 was opened
  • Activity #647 was created by a different user and linked to Case #4

As you can see, the comments on each activity inform any user viewing the case exactly what has transpired so far. The same is true of an opportunity.

You can link as many activities to a case or opportunity as required, and they will show up in the app ribbon in chronological order. This functionality lets any user with access see the "full story" of a case or opportunity, as expressed in the logged activities!


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