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    • Connecting Activities to Business Plan

    edited Feb 27, 2025 1:44PM in Sales 2 comments

    Summary:

    Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for Activities I only see the ability to create an activity inside a Business Plan, but no way to associate with an existing one.

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    24D


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