[Applies to: Microsoft Dynamics CRM 4.0]
You must click the Lookup button to select or create a new customer.
Click Lookup if you want to associate a source campaign with this activity.
By default, Microsoft Dynamics CRM Online automatically completes the following operations during the conversion.
Important If you are converting an activity to an opportunity that is not associated with a Source Campaign, you must clear the Record a closed campaign response check box.
To change the conversion operations, clear the associated check boxes.
The originating activity becomes a related activity for the new opportunity. If the activity is open, it appears in the Activities list for the opportunity. If the activity is closed, it appears in the History list.