How to add an appointment to a deal?

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New Contributor

I want to make an appointment in my outlook planner and then connect that appointment to a deal (because its part of that deal). 

 

When i open the appointment and choose OCM i can see the function "deals" and the "+"sign to add but the "+" stays unactive..

What do i do wrong?

2 Replies
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Hi Marcel,

 

Please re-confirm you are doing the following steps about creating/adding a deal in OCM.

1. Launch your Outlook OCM.

2. Click "Deals".

3. Create deal.

4. Create.

8.JPG

 

Regards,

Alan

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@Alan Wu 

Yes I did that.. I can also add an appointment.. and the appointment will appear in my agenda.. but when i open the deal.. its not there.. So its not in the history off the deal..