How do I update and associate historical/past activities (calls, meetings, and emails) to an Opportunity?

Objective

You want to update current and/or old activities and associate them to Opportunities.

Applies To

• Associating an Opportunity to Calls
• Associating an Opportunity to Meetings events

Procedure

Calls

1. Find the call log that you want to update. You can view specific prospect calls from the prospect's Calls tab. You can also view calls logs from the Calls list view page.
2. Click on the call log to edit it.
3. Update the Associate opportunity field at the top of the call log.
4. Click Submit to save.

Meetings Events

1. Find the meeting event that you want to update. You can view specific prospect meetings events from the prospect's Meetings tab. You can also view meetings from the Meetings page on the Agenda tab.
2. Click on the meeting event to view the details.
3. Click Edit meeting at the bottom.
4. Update the Associate opportunity field on the right side.
5. Click Save.

Emails

• Unfortunately, we currently do not have functionality to update and associate an Opportunity for past emails that have already been sent. Please reach out to the support team if you want to submit a feature enhancement request for this.

Additional Information

How To Enable Associating Email Activities to Opportunities in Outreach

How To Associate Email Activities with Opportunities

Assign Outreach Action to an Opportunity