You associate opportunities with accounts or contacts by creating an opportunity relationship 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 or contact that you open, make sure that you select that record.
You must select the opportunity that will be associated with the record. Click the Lookup button to search for an opportunity.
This field is automatically filled with the account or contact record.
Select an option from the list. This field can be customized, so the values will vary.
Your organization might set up relationship roles, 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.
Use this field to provide additional information about the relationship.
Repeat this step to save the account or contact.
You cannot set up duplicate relationships between a customer record and an opportunity. 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.