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BC CRM - How to add a follow up task on opportunity tasks

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Posted on by Samantha73

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Hi All

We are using the standard Business Central opportunities and add tasks. Then creating tasks linked to opportunities, we can add a new task but cannot add a follow up task linked to the original task. For example send quote is one task and a follow up task could be a phone call

Thanks

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JAngle 133 on at

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Are sales cycles not covering enough detail here where you assign activity codes, made of many tasks? I get that the the phone call might be a child task but it forms part of the overall sales cycle you want to be completed for that opportunity.

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Samantha73 3,251 on at

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The sales cycles are a broader classification and the requirement is for tasks within them linking one task to another. So I guess task linkage is not possible as standard

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