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Associating an Account with an Opportunity

Accounts are a source of business for your company. An opportunity is a potential revenue-generating event and the opportunity record stores information that you can use to manage accounts.

To associate an account and an opportunity

  1. Navigate to the Accounts screen > Accounts List view.
  2. In the Accounts list, drill down on the account.
  3. Click the Opportunities view tab.
  4. In the Opportunities list, create a new record and complete the necessary fields.

    The Account field and the Primary (team member) field are automatically populated. The Close Date field value defaults to the opportunity creation date.

  5. To display more fields, in the Opportunities list click the menu button and then choose Columns Displayed.

    The following table describes some of the fields.



    A value inherited from the selected account.

    Close Date

    Allows you to enter the expected date on which the opportunity closes. The default date is the opportunity creation date. Modify the close date if the opportunity closes on a different date, because this date is used in revenue forecasting.


    Displays the name of the opportunity.


    Displays your User ID when you create the opportunity. This value can be changed.

    Priority Flag

    A check box which indicates that an account is a high priority (urgency for sales team). When the priority is set by selecting the check box, a flag appears in the priority column.


    Allows you to enter the currency amount of the opportunity. This field defaults to zero.

    Sales Stage

    A list of values established by your company that defines the sales stages associated with the sales method you selected.

Applications Administration Guide