Linking an Assessment from an Opportunity

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You can easily view linked assessments from within an opportunity and link additional assessments from an opportunity.

Steps:

  1. Go to the opportunity from which you want to see or link one or more assessments.
  2. Navigate to the Assessments section to view existing linked assessments.assessmentslinking.gif
  3. To link more assessments, click the pencil icon on the assessments section. Edit Linked Assessments window opens.

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  4. Click +Assessments. 
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  5. Select one or more assessments to link.
  6. Click Add. Selected assessments are linked to the opportunity.
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