Associate an opportunity with an account or contact

Can I do this task?

You associate opportunities with accounts Companies that might do business with your organization. or contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. by creating an opportunity relationship A type of relationship role that describes the relationship between an account or contact and an opportunity. between them. The relationship you set up is based on your selection in the Opportunity Relationship dialog box. Therefore, if you want to create an opportunity relationship with the specific account A company that might do business with your organization. or contact A person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. that you open, make sure that you select that record.

1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
2. In the list of accounts or contacts, open the record to which you want to add an opportunity relationship.
3. On the Actions menu, point to Add Relationship, and then click Opportunity.
4. In the Opportunity Relationship dialog box, enter information in the following boxes:
   • Opportunity

     You must select the opportunity that will be associated with the record. Click the Lookup button to search for an opportunity.

   • Customer

     This field is automatically filled with the account or contact record.

   • Customer Role

     Select an option from the list. This field can be customized, so the values will vary.

     Your organization might set up relationship roles The definitions of the business relationships between accounts, opportunities, and contacts., to indicate the role of your customers as they relate to your business. This field is not required.

     If there are no relationship roles in the list or the relationship role you want is not listed, contact your system administrator and ask them to add the relationship role to the Relationship Roles area, which is located in the Settings area.

   • Description

     Use this field to provide additional information about the relationship.

5. Click Save or Save and Close.

   Repeat this step to save the account or contact.

Note

You cannot set up duplicate relationships between a customer The account or contact with which a business unit conducts a business transaction. record and an opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion.. For example, if you create a relationship between an account and the opportunity, and the customer's relationship role is set to Distributor, you cannot create a new relationship for the account that uses the same customer opportunity and relationship role A definition of one side of a business relationship between accounts, opportunities, or contacts..