Link a Risk directly to an Opportunity

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  • Updated 2 months ago
While on-site with Micro Focus they requested the ability to be able to link a risk to a specific Opportunity
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Mike Maday, Employee

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Posted 2 months ago

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John Applebaugh

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We currently tie CTAs generated for at risk renewals to the renewal opportunity. In the Rule Action it is "Link to existing Object" which can be configured using this article: 
Once you configure the linked object for the Risk Type you'll be able to manually search and select an opportunity from the CTA. The Rules Engine will allow you to automatically tie CTAs to defined Opportunities based on the conditions of the rule.
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Lila Meyer, Official Rep

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Hi Mike,

Please let us know if the linked object functionality addresses your use case.