---
title: "How to associate activities to entities and sales opportunities?"
slug: "1602862782"
updated: 2026-07-30T07:48:39Z
published: 2026-07-30T07:53:17Z
canonical: "help.ila.cegid.com/1602862782"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to associate activities to entities and sales opportunities?

- [x] PT
- [x] ES
- [x] AO
- [x] CV
- [x] MZ
- [x] ST
- [x] GW

- [x] Professional
- [x] Executive
- [x] Public Sector
- [ ] Omnia
- [ ] Evolution

---

The CRM allows to associate activities to all entities supported by the ERP, Customers, Suppliers, Other Third Parties, identified in each maintenance by the context menu "CRM".

To associate an activity to an entity, follow these steps;

1. Access **Marketing & Sales | Sales |****Customers**;
2. Create or select a customer;
3. Select the context operation **New Activity** em **CRM | New Activity**;
4. Select the activity and fill in the necessary information;
5. Click **Save**.

You can also associate activities to entities by creating the activity and associating that activity to the necessary entities. The presented path is a variant that aims at making the operation easier.

From version SR3, when creating collection activities from the existent CRM context operations on the Operations w/o Current Accounts editor (in **[Marketing & Sales / Purchases / Finances] | Payable and Receivables | Operations**).

After selecting an entity, the corresponding Activity editor is loaded with the entity previously selected and its open items (whose account type allows the **Coll.** state).