Opportunity Relationship Dialog Box

Use this dialog box to specify the type of relationship between opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion., accounts Companies that might do business with your organization., and 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. and the role that they have relative to each other; that is, how they affect, influence, or contribute to each other.

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 opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion. you open, make sure that you select that opportunity.

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the list of opportunities, open the opportunity to which you want to add a relationship with a customer record.
3. On the Actions menu, click Add Relationship.
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 customer. Click the Lookup button to search for an opportunity.

   • Customer

     You must associate either an account or contact with the opportunity. Click the Lookup button to search for an account or contact.

   • 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.

Notes

• To remove a relationship, open the opportunity, and then under Details, click Relationships. In the relationships list, click the relationship that you want to delete, and then click the Delete button .
• 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..