Pull through Activities from Contact to Opportunity

(0) Share

Report

Posted on by Community Member

Hi guys,

Is this possible? I know Activities from Contacts pull through to Accounts, which is great, and it pulls through from Opportunities to Accounts too which is also great. But has anyone done something where the Activities Set Regarded against a Contact and be pulled through to the Opportunity? Through the Primary Opportunity Contact field?

Thanks in advance.

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (3)

Community Member on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

Thanks!

Was this reply helpful? Yes No
Verified answer

mscrmba on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

To see it all on the Opportunity record you'd need to set the 'Regarding' field to the Opportunity for all the activities associated with the opportunity.

Definitely doable.

* You could create Opportunity Teams using Connections - with different roles for each.

* You could have code that triggered on creation of a new activity (e.g. each of task, email, etc) that if Regarding was set to a Contact (possibly just those in an Opportunity Team) or Account that pulled through and replaced the Account or Contact in the Regarding field with a link to the open Opportunity.

* Activity Parties would be harder to use in this regard - as there is the potential that there may be several of these, and they could link to multiple opportunities.

Sorry the previous post wasn't helpful.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

Ahhh, thanks mscrmba,

I think I got a bit too excited and read too fast!

I realise that it would be possible to see all this from the Account's record, but it would be good to be able to see it on the Opportunity record.

All good, Thanks!

Chon

Was this reply helpful? Yes No
Suggested answer

mscrmba on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

Note: This is how CRM works out of the box - you won't need to do anything special to use it this way.

1. You would load each of your key influencers into CRM as Contact records.

2. You formally link them to the Company they work for by selecting the Company Name in their record.

Optional: You can record further information about them either on their Contact record (e.g. their job title, team, sphere of influence, RACI rating etc) or through Connections (e.g. identify them as decision makers, influencers etc). Additional fields and/or connection roles can be added if required (through simple configuration).

3. Then you just add in activities for them.

4. Because the employee is linked with the Account, all their activities can all also be seen on the Account view.

5. You can also see the list of contacts on the same Account view (and could add in their Job Title and the Account Manager from your company who is looking after them into that grid if you wanted to).

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

Hi mscrmba,

That sounds quite good, I'm interested as to how this works - would you mind please telling me a bit more about it? Screenshots would be helpful too! :D Where can I find 'Key Influencers'?

Thanks!

Chon

Was this reply helpful? Yes No
Suggested answer

mscrmba on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

If one company is one opportunity and you never have any 'repeat' business then you could choose to associate (set Regarding) all your activities to the People (Contacts) involved - then you can see the trending of the discussion with each of your key influencers (under Contacts) as separate strands. But because of Activity Parties, associating with any other record type also works.

If each of these Contacts has the Company they work for loaded as their 'Company Name' then the 'Related Regarding' view on the Account will give you the overall picture for the company as a whole.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

Thanks guys,

Makes sense, will keep this in mind.

The reason I inquired about this is because we sell a corporate tool, and one company = one opportunity. In a company there would be multiple contacts and decision makers, and they all help to push an opportunity along so we would be talking to different people at the same time, for one opportunity.

If anyone has any ideas about this like simple workflows etc. please let me know!

Thanks,

Chon

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (2)

Report

RE: Pull through Activities from Contact to Opportunity

No, which is why you don't want to set the "regarding" to the Contact in the first place.

"I called Chon this morning"

"What did you talk about?"

"Errr... Chon..."

Hopefully, you called your customers to talk about something such as a sales Opportunity, or a service Case, not to talk about them personally.

So set regarding to the Opportunity or Case (or whatever custom entity is relevant).

Then it will show up on the Opportunity/Case, and on the related Contact, and on the Contact's Account.

If a Contact has two open Opportunities and three open Cases, this way on each record you see the activity history *for that record*, not all the unrelated stuff.

For emails tracked in from Outlook, the Contact is already linked via their email address. For phone calls, the Contact should be the To or From. For Appointments they should be an attendee at the meeting.

The "Regarding" should be something else, to describe what that call / email / meeting was *about*.

Was this reply helpful? Yes No
Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report

RE: Pull through Activities from Contact to Opportunity

Hi Chon,

As I know, if this is related to the Opportunity then you can rollup to its Potential Customer (Account/Contact) Related Associated Activities, but not the other way.

So, you can only rollup to the related child activities, not the parent.

In this term, Contact is the parent of the Opportunity, so that you can see all of activities from the Opportunities through Contact Associated View rollup activities right, but you cannot make it 'vice versa'.

It wont appear in the Opportunity.

You have activities: Call A, Call B, Email C, Task D, SMS E, and so on with regarding field to: Chon (A Contact)

Then Chon have Opportunity: Interested in iPhone 64GB for instance, then you have activities set to regarding to this iPhone opportunity.

In the Chon screen, you can see the Activities from the iPhone record (opportunity), but from iPhone Opportunity, you wont be able to see Call A, Call B, email C and so on, because Chon is the parent of the Opportunity.

But, you can see the Quote activities in the iPhone record

Because Quote is the child of the Contact.

That is the rollup design,.

Okay, if you want to have the Activities appearing in the Quote, you can either manipulate its UI through report or web resource or associated view of the Account..

Or you can try to create the Activity (copy Activity to Opportunity activities), but you might have flag to indicate that this is actually Contact's activities not Opportunity activities, because you are going to have activities regarding field to its Opportunity itself, not Contact.

Hope this helps you.

Thanks.

Was this reply helpful? Yes No