How to Connect Activities to Closed Deals

Created by Rohith Patel, Modified on Thu, 14 May at 6:32 AM by Aye Myat

Note: Feature(s) Pending Rollout

Features and functionality described on this page are part of our May 2026 release, which is rolling out to eligible customers May 14-June 18, 2026. See our Release Notes here to learn more.

Objective

Enable the ability to connect activities to closed or lost deals in order to receive complete context around an opportunity.

Applies To

  • Outreach Admins
  • Deals

Procedure

  1. Log in to Outreach as an Admin.
  2. Click Administration  > Records > Opportunities.
  3. Under General toggle on one or both of the following buttons:
    • Closed won opportunities
    • Closed lost opportunities
  4. Click Save.

Activities will now connect with closed deals.

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