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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
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
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.
#1
Sohail Ahmed
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#2
Mansi Soni
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#3
YUN ZHU
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Super User 2025 Season 1
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