Associating Affiliate Accounts with a Host Opportunity

Affiliate accounts are added using the Affiliate Accounts view. From this view, you can specify the affiliate accounts, contacts, and other information associated with the opportunity.

This task is a step in Assigning Host and Affiliate Relationships to Opportunities.

To associate an affiliate account with a host opportunity

1. Create a host opportunity, as described in Creating a Host Opportunity.

2. Click the link in the Opportunity Name field, and then click the Affiliate Accounts view tab.

3. In the Affiliate Accounts list, create a new record, complete the fields, and then save the record.

   The following table describes some of the fields.

   Field	Comments
   Primary	Select this check box if the account is the primary affiliate account for the opportunity.
   Account	Select an account to be affiliated with the opportunity from the drop-down list.
   Last Name	Select a contact from the drop-down list.
   First Name	This field is automatically populated when the Last Name field is completed.
   Status	Select the status of the affiliate.
   Role	Select the role of the affiliate account.
   Code	Enter a code for the affiliate if necessary.
   Peak # Attendees	The peak number of affiliate attendees.
   Rate	Enter details of the rate at which sleeping rooms and functions spaces can be offered.
   Function Space Requirement	Enter details about function space requirements for the affiliate.
   Sleeping Room Requirement	Enter details about sleeping room requirements for the affiliate.
   Work Phone #	This field is automatically populated when the Last Name field is completed.