Link an Opportunity to an Existing Kona Space
If you create a space for an opportunity in Kona, you can link that space to the opportunity and then access the space from the Opportunity Info Center when you display the opportunity record.
Prerequisites:
Vision must be configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, and you must logged on to Kona on the Misc tab on the User Options dialog box.
To link an opportunity to an existing Kona space, complete the following steps:
- Display the opportunity in the Opportunity Info Center.
- On the General tab, select the space in the Kona Space field. The Kona space displays below the field.
When you use this procedure to link an opportunity to a Kona space, employees listed on the Team tab are not automatically invited to join the space. The space owner can use Kona to invite employees to join.