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Associating an Account with an Opportunity

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End users can associate an opportunity with an account. This allows them to track all important information for a customer.

To associate an opportunity with an account

Navigate to the Opportunities screen.
Select the opportunity by doing one of these:
Perform a query in the list.
Filter on the fields to narrow the list of Opportunities you want to work with. Then make the appropriate selections from the Queries and Show drop-down lists to define the opportunity record set, and then select the opportunity in the list.
In the Opportunities list, in the Account field, select an account in the dialog box.

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