We may have multiple opportunities running at the same time for one customer at a time, and I was trying to find a way to create one task to oversee all of those opportunities.
I can’t associate more than one Related Entity to a task. I also tried the additional activities tab within the task, to create multiple activities under one parent activity associated with different opportunities, but then multiple tasks still show up in your personal queue.
The goal is to have one task/activity show up in your queue, that you would manage several opportunities under. The issue that I’m trying to prevent is having 5 tasks for 5 opportunities, which allows for updates to be missed, or opportunities to be overlooked.
