Assigning Partner Contacts to Opportunities

Access the Opportunity - Manage {Opportunity Name} form.

1. If there are multiple contacts, the drop-down list next to the Contact field is enabled.

   This is the Contact field on the same line as the Partner field, not the Contact field on the line with the Ship To or Sold To fields. Select from the drop-down list the contact whose information you want to assign to the opportunity.

2. Click Save Changes.

3. To remove a partner contact who is assigned to an opportunity, select the Select One option from the Contact field list.