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I need to move activities from an opportunity record to an account record. Not sure how to complete this, any help is appreciated. Thank you.
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Hi,
It depends upon how the opportunity is linked with the activities. If it is added as a regarding, you can simple change the regarding to account and it whould work.
However, the activities link to opportunities automatically appears on the parent account so you may don't need this.
Hope this helps.
Are you talking about a specific opportunity to specific account ?, you can export activities and update regarding and import back to CRM.
Yes I am. I need to move the activities that are on a certain opportunity record over to a different Account record and then remove the opportunity record all together.
I moved them over manually, by changing the regarding, thank you.
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