Inviting Multiple Owners to Activities
Note:
Invited owners do not receive a notification. Invited owners will find the activity in Activity Management and the Activity dashboard tile.Inviting Multiple Owners
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From the OPERA Cloud menu, select Client Relations and select Activities.
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For existing Activities, use search.
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For new Activities, click the page level I Want To . . . link and select Create Activity.
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In the Activity Overview section of the Manage Activity screen, click Invite Owners.
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In the Invite Owners dialog, click Add.
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From the Search and Select Owner dialog, select one or more Owners and click Select. This generates a cloned activity for each owner you selected. The cloned Activities appear on the Invite Owners dialog.
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Click the X to close the dialog and return to the Manage Activity screen.
Updating Activities
If you update your main Activity, you are prompted to update the linked Activities for the other owners.
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From the OPERA Cloud menu, select Client Relations and select Activities.
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Search for and open an activity that has linked activities.
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Scroll to the appropriate panel and click either Add or Edit.
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Make your additions or changes.
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Click Save.
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When prompted to update linked Activities, click Yes or No.
Parent topic: Sales Activities