Use this dialog box to specify the type of relationship between opportunities, accounts, and contacts and the role that they have relative to each other; that is, how they affect, influence, or contribute to each other.
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 opportunity you open, make sure that you select that opportunity.
You must select the opportunity that will be associated with the customer. Click the Lookup button to search for an opportunity.
You must associate either an account or contact with the opportunity. Click the Lookup button to search for an account or contact.
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.