How do I Associate Activities during Custom Conversion?

Once you decide to customize Conversion throughout the Apps in Apptivo, you can also associate the activities associated with them. This will enhance the experience of using Apptivo and lessen the work of associating the activities individually. You can associate Activities like Tasks, Events, Emails, Call Logs, and Notes.

For Instance: Consider that you are a Sales Manager and you want to convert a few Contacts to Customers but retain the Tasks, Events, Emails, Call Logs, and Notes associated with them. Just follow the steps given below to Associate the Activities.

Steps to Associate Activities:

1. Login to your Apptivo Account and choose the Contacts App from universal navigation menubar.
2. Check for any Activity in a Contact, here it is an Event.
   
3. Click on the More Options(...) and then on the Settings option.
   
4. Choose Conversion from the Contacts drop-down in the left side panel.
   
5. Click on Mapping next to Customers to map the fields.
   
6. Map the fields from Contacts to Customers.
   
7. Enable the toggle next to Tasks, Events, Emails, Call Logs, and Notes and then click on Update.
   
8. Choose a Contact that you want to convert to Customer, click on the Convert in the Contact Overview page and select To Customers.
   
9. You will re-directed to the Customer creation page populating the existing information mapped.
   
10. Fill in the other fields and click on the “Create” button.
    
11. You can find the Activities associated with the Customers from the Contacts.