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Associating an Account with an Opportunity
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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Siebel eEnergy Guide Published: 23 June 2003 |